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Create a Line-By-Line Rule

Line-by-line rules apply a calculation to each item in a data filter. To get the total for the rule, the calculation output from each item in the data filter is summed.

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 create a line-by-line rule:

A Spiff user role with this permission turned on.

Designer Configuration: Manage
  1. Create a folder for the rule.
    1. In Designer, click the three dots next to the plan you’re creating the rule for, and click New Folder.
    2. Rename the rule folder.
  2. Create a datasheet in the rule folder.
    1. Click the three dots next to the rule folder and click New Datasheet.
    2. From the right panel, select the object and filter, such as the Deals object and ClosedInPeriod filter.
    3. Rename the datasheet.
    4. Add fields such as ARR__c and CloseDate to the datasheet.
      Plan datasheet showing fields
    5. Create a commission calculation. Add a commission field and enter a calculation. 
      =CommissionRate*ARR__c
    6. If you don’t already have a commission rate calculation, hover over CommissionRate in the function bar, click New Field, and enter your calculation. 
      =if(ARR__c >= 20000, 5%, 3%)
    7. Update the display name and format.
  3. Add the new rule as a payout rule.
    1. Click a plan in the left panel and click New Payout Rule.
    2. Name the rule and select the commission calculation field as the payout amount.

After creating a line-by-line rule, calculate it.

See Also