Opportunity Splits allow you to allocate credits to multiple team members for an opportunity.
For example two members working on an opportunity, If you want to split credits of closed – won opportunity credits to both then we can uses opportunity splits.
Salesforce was released this feature in summer’ 13 and available in Enterprise, Performance, Unlimited and Developer editions.
Types of Opportunity Splits:
There are two types of opportunity splits those are Revenue Splits and overlay splits
- Revenue Splits: This type of splits allows you to allocate credits to team members/salesreps who are directly responsible for an opportunity. Use splits that total 100% of the opportunity amount.
- Overlay Splits: This type of splits allows you to credit supporting (not directly responsible) team members, use splits that can total any percentage of the opportunity amount, including percentages over 100%.
How to enable Opportunity Splits
To enable opportunity splits first we have to enable Opportunity Teams ( Team Selling setup) after that we have to enable Opportunity splits.
1. Enable team selling:
To enable opportunity teams follow below instructions.
Setup -> Build -> Customize -> Opportunity Team -> click on settings ->enable team selling and save. See the below screen for reference.
Next add Opportunity team related list to required opportunity page layouts and click on Save. See the below screen for reference.
2. Enable opportunity Splits:
To enable opportunity splits follow below instructions.
Setup -> Build -> Customize -> Opportunity Team -> click on Opportunity Split and click on set up opportunity splits. See the below screen for reference.
Select which type of split you are enabling for your organization and click on save. Next you will get below warning page.
Click on enable. And next add opportunity Split related list to the required opportunity page layouts and click on save.
Now opportunity split enabled to your organization.