Set Up Opportunity Splits and Opportunity Product Splits

Prepare to enable opportunity splits by meeting prerequisites. After enabling splits, you can create custom split types to optimize splits for your sales processes. You can also set up opportunity product splits for your opportunity split types.

1. Get Ready to Enable Opportunity Splits
   Before enabling opportunity splits check for mass operations in progress, inactive currencies, and automated process users related to opportunities.
2. Enable Opportunity Splits
   After meeting prerequisites, enable opportunity splits in Setup.
3. Edit Splits Layouts
   Choose the fields for sales reps to use when managing opportunity splits and opportunity product splits.
4. Customize Opportunity Split Types
   Revenue and overlay splits are supported on currency fields and summary fields that rollup to a currency field on opportunities by default. To reflect reps’ quotas and optimize support for sales operations, create up to six custom opportunity split types. Specify whether each custom type must always total 100%.