After adding a rule to a plan page, calculate the rule and view it on the rep statement.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available for an additional cost in: Professional Edition with Web Services API Enabled |
| User Permissions Needed | |
|---|---|
| To calculate a rule: |
A Spiff user role with these permissions turned on.
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- In Designer, click Calculate.
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Select the period, plan, and rep that the rule applies to and click Calculate.
Selecting all periods, plans, or reps can extend processing time.
When the calculation process is finished, the Calculate button changes to green and shows Complete. Detailed statement calculation information appears, such as the number of statements that were successfully calculated and any statements with errors.
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View the rule on a rep's statement.
- Exit Designer.
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On the commissions page, select the period where you applied the rule.
The rule appears next to the rep where the rule was calculated.