Reduce disputes and questions when you give reps more detailed information on the data from various objects and data filters that are involved in a payout rule.
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 edit tabs in a statement: |
A Spiff user role with this permission turned on. Statements: Edit |
- From a rep’s statement, click Edit.
-
Expand a payout rule, and then click Edit Tabs.
The Edit Tabs option is available only if you’ve selected a final payout amount from a lump-sum rule worksheet calculation.
- Select the tabs you want your reps to see for this payout rule.
- Click Apply.
- Click Done Editing.