How to enable Opportunity split in Salesforce?

1. Go to Setup --> Build --> Customize --> Opportunity --> Opportunity Team.


2. Enable Team Selling.


3. Select the Page Layouts.


4. Go to Setup --> Build --> Customize --> Opportunity --> Opportunity Team --> Opportunity Splits.



5. Enable Opportunity Splits.


6. Select the Page Layouts.


7. Open an opportunity with team members associated with it.

8. Click "Edit Opportunity Splits" button.


9. Enter the details and click "Save" button.


Output:



3 comments:

  1. How do we enable splits for a numbers field. Ex: we sold 100 units of a product and want to split 60 units & 40units between 2 salespersons not amount actual units

    ReplyDelete
    Replies
    1. Check this - http://www.infallibletechie.com/2017/03/how-to-use-custom-fields-on-add.html

      Delete