How to Use Opportunity Splits in Salesforce

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As Salesforce professionals, understanding the ins and outs of Opportunity Splits can significantly enhance team collaboration and revenue tracking. Here’s a breakdown of this powerful feature:

1. Defining Opportunity Splits
– Enables distribution of sales credit among team members.
– Reflects contribution in terms of revenue or overlay support.
– Provides a flexible way to recognize multiple team members’ efforts.

2. Types of Opportunity Splits
– Revenue Split tracks who directly contributes to the deal.
– Overlay Split recognizes support roles or indirect contributions.
– Custom Splits can be created for unique business requirements.

3. Configuration Steps
– Enable Opportunity Splits in setup.
– Define Split types and assign them to the Opportunity page layout.
– Customize fields and page layouts as needed for business processes.

4. Managing Opportunity Splits
– Users can add team members and define split percentages from the Opportunity record.
– The system ensures total split percentages equal 100% for accuracy.
– Adjustments to splits are tracked, providing an audit trail.

5. Reporting and Forecasting
– Opportunity Splits data enhances forecasting by showing individual contributions.
– Custom reports can be built to analyze team performance and revenue impact.
– Dashboards can display split data for real-time insights into sales operations.

Leverage Opportunity Splits to streamline how your salesforce credits and measures success across the team, ensuring fair and accurate representation of individual contributions.

You can read it here: https://sfdc.blog/zOtPO

Source from salesforceben(dot)com

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