Exclude Specific Deals from a Statement

In some cases, you want to exclude specific deals from a rep's statement. You can use plan assignments to designate the excluded opportunities.

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 plan assignment and edit worksheet calculations:	A Spiff user role with these permissions turned on. Designer Configuration: Manage Plan Assignments: Edit

User Permissions Needed

To create a plan assignment and edit worksheet calculations:

A Spiff user role with these permissions turned on.

Designer Configuration: Manage
Plan Assignments: Edit

For example, maybe your company has a rule where a rep is paid for any team deal that closes if the rep is a part of that team, but a rep who joins the team after the deal closed isn't paid. This filter formula determines eligibility.

InvoicePaidInPeriod AND ClosedPriorToFY25 AND IsEligibleEmployee

In this example, IsEligibleEmployee is defined as plan_assignment.effective_as_of ≤ CloseDate, where plan_assignment.effective_as_of is the rep's Effective As of Date on the plan.

If deals close in the month a new employee onboards, the new employee isn't eligible to be paid on the large team deal, but is eligible for all other deals.

Create a plan assignment.
1. From the Admin menu, select Settings and then select Plan Assignments.
2. Click Add Custom Field.
3. Name the field ExcludedOpportunities.
4. Add a description of the field.
5. For the Field Type, select String.
6. Save your changes.
Enter the plan assignment values.
1. In the Plans tab, select the plan.
2. Click Edit.
3. In the row for the rep, go to the ExcludedOpportunities column and enter values.
  In this example, you want the filter to exclude the specified deal IDs from the rep's deals.
Create a worksheet calculation that returns the Plan Assignment field.
1. In Designer, open a worksheet and add a field for the plan assignment.
```
=plan_assignment.ExcludedOpportunities
```
2. Add a field that references the plan assignment calculation.
```
=text_to_list(ifnull(ExcludedOpportunities,"0"),",")
```
  This function handles null values and converts the result to an array.
Adjust the Data Filter to exclude the values in the worksheet calculation.
```
AND !contains(Worksheet1!ArrayExcludedOpportunities,Id)
```