I’m still pinching myself. My new book Mastering Salesforce CRM Administrationwas out yesterday (03/27/2017). Salesforce.com is one of the fastest-growing and demanding technologies at the moment. Mastering Salesforce CRM Administration is a hands-on guide that will help Salesforce newbies (who have a basic knowledge of Salesforce), new or experienced Salesforce administrators, and developers who want to take their knowledge to the next level to become a Salesforce certified advanced administrator. As you go through the content, you will notice that this book focuses on real-world examples. This book builds upon these examples to help you understand and use the features of the Salesforce.com platform.
This book is all about mastering the Salesforce admin part, taking your skills as an administrator or developer and tuning them for the unique features of the Salesforce platform. I have discussed many complex topics in this book, such as territory management,forecasting,quota,escalation rule,knowledge base,Visual Workflow, Process Builder, deployment using Force.com Migration Tool and more. This book covers almost all the topics mentioned in Salesforce certified advanced administrator examination study guide.
Here’s a taste of what you’ll uncover:
Adopt Lightning Experience to improve the productivity of your organization’s sales team
Create and maintain service entitlements and entitlement processes
Process Builder basic and advanced concepts
Implement Customizable Forecast and quota management
Implement Knowledge base management to improve support reps productivity
Implement territory management
Exploring different ways to deploy application between environments including Force.com Migration Tool
Best practices for improving and enriching data quality
And yes, so much more.
I would like to take this opportunity to thank both of you (Jitendra Zaa and Vinay Chaturvedi) for the effort and expertise that you have contributed to reviewing, without which it would have been impossible to maintain the high standards of the book.
Vinay Chaturvedi is a Salesforce MVP, currently working as a principal consultant. He has been loving and living Salesforce since 2011.
Jitendra Zaa is a Salesforce MVP, author, and a Dreamforce speaker with more than 9 years of experience in web technologies and cloud platforms.
Opportunity splitting help you to share sales credit across an opportunity team. Salesforce introduce this feature with Summer’13 release. If your sales process includes multiple team members that should receive some portion of credit for a closed-won sale/deal, then you can use this feature.
Business Use Case :- In Universal container normally single opportunity, get split and credit between two salespeople. They collaborated on the deal to close-won, so if it is worth $300,000, each would get $150,000 and if they took help from Sales engineer to close deal faster than in this case sales engineer will get some % of credit that is Overlay split.
Type of opportunity splits
There are two different types of opportunity splits. They are:
1) Revenue Splits :- Which must equal 100% of the opportunity amount. Revenue splits allow you to allocate credit to sales reps who are directly involved in an opportunity, and responsible for the revenue associated with it.
2) Overlay Splits :- It allow you to allocate credit to team members who are somewhat involved in the opportunity but not directly responsible for the revenue generated from that opportunity. Overlay splits . Unlike revenue splits, overlay splits are not limited by the opportunity amount. This can be any percentage of the actual opportunity total up to and even exceeding 100%.
Step to enable opportunity splits
1) Enable Team Selling :- To enable Opportunity Team you can follow below instruction
Name | Setup | App Setup | Customize | Opportunities | Opportunity Teams | Settings
Enable Team Selling
Select “Enable Team Selling” check-box
Add Opportunity Team related list on all opportunity page layouts.
Add Opportunity Team related list on Opportunity Page Layout
Click on Save
2) Enable Opportunity Splits :- To enable Opportunity Splits follow the below instruction
Navigate to Opportunity Teams menu by following this path Name | Setup | App Setup | Customize | Opportunities | Opportunity Teams | Opportunity Splits
Select “Enable Opportunity Splits” check-box
Now Select Type of Split you want to enable for your organization, doing so presents you with a few options and one big yellow box. These boxes and warnings like this usually are important. Make sure you read this before proceeding. You can take help from below Screenshot
Enable Opportunity Splits
Click on Save and it will redirect you to next page where you can Add Opportunity Splits related list to Opportunity page layout
Opportunity Splits related list to Opportunity Page layout
Click on Save
Once it’s enable you will get an email from Salesforce.com, something like below screen shot
Salesforce Opportunity Splits Enable Notification
It’s time to test this feature
To test this feature follow the below instructions
1) Add Opportunity Team Members:- To add Opportunity team Members follow the below instruction
Go to Opportunity record detail page, Navigate to Opportunity Team related list and click on to Add button to add Opportunity team member
Add Opportunity Team Members – Step 1
Add Opportunity Team members (as per your requirement), Assign role and Grant access on opportunity as shown in below screen shot
Add Opportunity Team Members – Step 2
Note :- Once your team is set up, you can edit the existing split that automatically attributed all of the revenue to the Opportunity Owner:
2) Edit Opportunity splits:- To edit Opportunity splits follow the below instruction
Navigate to Opportunity Splits related list available on Opportunity detail page and click on Add Opportunity Splits button
Edit Opportunity Splits – Step 1
Now you can Add Each Opportunity Team Members on the left and enter the appropriate percent. The Amount will automatically calculate for you based on the opportunity amount. Same like below Screen shot
Edit Opportunity Splits – Step 2
Click on Save
Points to be remember
The opportunity owner is included on each opportunity team, and since the Opportunity Owner role is essential for splits,you cannot remove it.
Newly created opportunity split records include a default opportunity team member for the owner, who receives 100% of revenue splits until you have defined otherwise.
You can’t remove a team member assigned to a split from an opportunity.
You can split Opportunity revenue (Revenue Split) among Opportunity team member those are already Added to that Opportunity.
After Spring’14 release you can quickly configure and edit splits with a visual workflow. Opportunity Splits now include a streamlined workflow that visually walks you through the setup process.
Opportunity Splits Enhancement Spring’14
After splits are enabled, you can make the splits workflow faster for users as well, letting them add team members while editing split amounts and from one click you can disable Opportunity Split. It means you can add add any user in Opportunity splits Salesforce will automatically add those user under Opportunity team.
Users add members to opportunity teams while editing splits