Summer '13 Release Series: Opportunity Splits

Opportunity Splits:

In the Salesforce.com Summer '13 release it is now possible to create Opportunity Splits. This is a feature long waited for, that we have seen hit pilot once before but was never official G.A. Now it is, and here is what you need to know:

1. There are two different kinds of opportunity splits. They are:
1. Revenue Splits, which must equal 100% of the opportunity amount. These are typically to be shared across those who have direct influence on the sale.
2. Overlay Splits, these are to be shared with anyone who helps in the sale, but may not have direct influence on the revenue. This can be any percentage of the actual opportunity total up to and even exceeding 100%
2. Now that we know about the kinds of splitting, how do we set it up? Well, first we need to enable Team Selling as Splits and Team Selling go hand in hand. You do this by going to
   Setup->Customize->Opportunities->Opportunity Teams->Settings. Click the "Enable Team Selling" checkbox as seen below:
   
3. You'll then have the ability to add the  Opportunity Team Related List to the Page Layouts that you have for Opportunities. You can do this later if you don't do it now.
4. You also now have an expanded menu within Opportunity Teams that includes the "Opportunity Splits" category as seen here:
   
5. This is where you can "Enable Opportunity Splits", 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.
   
6. If you desire you can edit the labels of the types of splits to have names that match your organization here.
7. Click Save. You've now enabled opportunity splits for your organization, and all opportunities going forward will have them included.

This is just another way that you can provide additional features and functionality for your Sales Teams using Clicks and Not Code.