Opportunity Product Splitting in Salesforce

Do you want separate Revenue Splits between Sales Reps on Salesforce Opportunity Products?

RevenueCloud™ is the first Native Force.com App to enable Opportunity Product Splits in Salesforce!

You can see a demo of RevenueCloud Product Splitting at 11:25 of this RevenueCloud Demo Can Salesforce do this without RevenueCloud™? No.

How is Product Splitting different from RevenueCloud™ Opportunity Splits?
RevenueCloud™ for Salesforce has always split Opportunity Products and Schedules between multiple Sales Reps but previously the splits were all required to be at the Opportunity level and were inherited by all Opportunity Products. Salesforce Opportunity Products can now be easily shared between different Sales Reps using different split percentages within the same Opportunity.

Will this add extra clicks for Sales Reps?
Opportunity Product Splits are totally optional so there are absolutely no new clicks added by this feature unless a user wants to create a Product Split. Just like RevenueCloud™ Opportunity Splits, Product splits will automatically be applied across any Quantity and / or Revenue Schedules created under the Opportunity Product.

How do you install RevenueCloud?
Click "Get it Now" to install RevenueCloud™ from the Salesforce App Exchange.

How do you set up Product Splitting?
As you've come to expect from RevenueCloud™, the Product Splits Interface takes seconds to set up, is intuitive, easy to use and the data will feed right into your existing RevenueCloud™ Reports and Dashboards with no additional changes.

How RevenueCloud™ Product Splitting works
  • A field on RevenueSplit: "Has Product Splits" in the RevenueCloud™ Opportunity Splits Interface indicates whether Product Splits have been created on any Opportunity Products in the current Opportunity. 
  • If no Opportunity Product Splits have been created, then all Opportunity Products and any related Revenue Schedules will continue to be split according to the Opportunity Splits.
  • If Opportunity Product Splits have been created, then they will control the assignment of Revenue to Reps on those specific Opportunity Products and any related Schedules. All other Opportunity Products will continue to inherit their Split Percentages from the Opportunity Splits. 
  • A new field: "Split Revenue" displays total value of the current split (taking into account product splits). 
RevenueCloud™ Interface on Opportunity with new "Has Product Splits" field

RevenueCloud™ Product Splits Interface

  • A familiar, user-friendly, RevenueCloud™ interface is now enabled on Opportunity Product.
  • It only takes a few seconds to add the Product Splits Interface. Simply create a new section on the Opportunity Product page layout, drag the Product Splits VisualForce interface onto the page and set the page properties as shown below.
Salesforce Opportunity Product Splits Interface
Add the Product Splits interface to Opportunity Product Page Layout
  • When there are no Product Splits enabled, the interface will display the existing Opportunity Splits and the field: "Split Type" will display "Opportunity".
RevenueCloud™ Product Splits Interface on Salesforce Opportunity Product
RevenueCloud™ Product Splits Interface on Opportunity Product

  • To create Opportunity Product Splits, simply click "Create Product Splits", enter split percentages and click Save. 
Create Product Splits Salesforce Opportunity Product - RevenueCloud™
Create Product Splits Salesforce Opportunity Product - RevenueCloud™
  • The Product Splits Interface now displays "Split Type" "Product" and in this example the total amount, 100% of the Opportunity product value has been assigned to one Rep and the other Rep has been assigned 0%
Product Splits on Salesforce Opportunity Product - RevenueCloud™
Product Splits on Salesforce Opportunity Product - RevenueCloud™
  • Now the RevenueCloud™ Opportunity Splits Interface field "Has Product Splits" shows that there are Opportunity Product Splits and the "Split Revenue" field displays the new value of Rep's share of the Opportunity with Product Splits taken into account.
Product Splits on Salesforce Opportunity - RevenueCloud™
Product Splits on Salesforce Opportunity - RevenueCloud™
What if we want to add another Rep to be used only in Product Splits?
  • We can add her at the Opportunity Splits level with 0% Split Percentage as shown below and she will now be available for Product Splits on any Opportunity Product.
Zero Percent Rep added to Salesforce Opportunity - RevenueCloud™
New Rep added to Salesforce Opportunity with Zero Percent Split - RevenueCloud™
  •  Returning to our Opportunity Product: "Banner", we can adjust percentages to provide a share of this Opportunity Product to our new Rep, Elaine (who we added to Opportunity Splits above with zero percent) and click Save.
  • Now, our new Rep Elaine has been assigned a 50% share of only this Opportunity Product "Banner" on this Opportunity.
New Rep added to Salesforce Opportunity Product Split - RevenueCloud™
New Rep added to Salesforce Opportunity Product Split - RevenueCloud™
  • Returning to the RevenueCloud™ Interface on our Opportunity, we can see that though Elaine has a zero percent split of the total Opportunity, her $4,500.00 share of the "Banner" Opportunity Product is displayed. 
Value of Opportunity Product Split for Elaine displayed in RevenueCloud™ Opportunity Splits Interface
Value of Opportunity Product Split for Elaine displayed in RevenueCloud™ Opportunity Splits Interface
  • Here's a RevenueCloud™ Matrix report displaying our split Opportunity and Product Scheduled Revenue by Sales Rep and Product.
Revenue by Rep and Product Matrix Report - RevenueCloud™
Revenue by Rep and Product Matrix Report - RevenueCloud™
Download RevenueCloud and evaluate free for 30 days from the Salesforce.com AppExchange.

Contact Surfwriter today for more information or a demo of RevenueCloud.

Automate your Salesforce Revenue Schedules with RevenueCloud AutoSchedule

Does your Digital Media Sales Team need automatic Product Scheduling between Ad flight dates in Salesforce?  

RevenueCloud AutoSchedule™ is an extension to RevenueCloud that enables automatic creation and updating of Salesforce.com Daily, Weekly and Monthly Quantity and Revenue Schedules. 

Implementation and configuration of this extension to the popular RevenueCloud™ App is quick and easy, yet the RevenueCloud AutoSchedule™ module is surprisingly powerful and will add essential visibility to your Pipeline and Revenue Reporting in Salesforce with no additional clicks or input from your Sales Team. This means that there will be no training required for your Sales Reps and adoption of this feature will only require minimal behind the scenes configuration by your Salesforce Administrator.

Any Ad Server integration that inserts Opportunity Products in Salesforce can be extended to create Quantity and Revenue Schedules with RevenueCloud AutoSchedule™.

DoubleClick DSM integrates easily with RevenueCloud AutoSchedule™ using the DoubleClick Salesforce App – A couple of simple workflow field updates and custom settings are all that’s required to utilize DoubleClick line item start and end dates to generate and update schedules with RevenueCloud AutoSchedule™.

RevenueCloud AutoSchedule Integrated with DoubleClick DART Sales Manager (DSM)



























DoubleClick DSM Product with Daily Revenue Schedule Generated by RevenueCloud AutoSchedule™ according to Ad Flight Dates in Opportunity Product




Contact Surfwriter today for more information or a demo of RevenueCloud.