Enable Opportunity Splits #inSalesforce

Enable Opportunity Splits

For prerequisites, please check the reference and make sure that in Opportunity Team setup, enable team selling is checked. Before enabling Opportunity Splits, verify that:

• Mass transfer and reassign operations aren't running
• You've resolved opportunities with inactive currencies
•  Note: Deleting Custom Split Type will delete associated Forecast Types, and deletes their adjustments and quotas.

Steps:

Setup | Opportunity Splits Settings |

Complete any of the following:

• Rename or deactivate the default revenue and overlay splits, which are based on the Opportunity - Amount field.
• To split another currency field and specify whether splits on that field must total 100%, click + Add a new split type.

Click Save | Select the opportunity page layouts where you want to include the Opportunity Splits related list. You can also include the related list in page layouts that users have personalized. | Click Save

Next Steps: 

This help users create splits faster by selecting Let users add members to opportunity teams while editing splits. 

Depending on how you handled inactive and automatic process users before enabling splits, transfer ownership, deactivate users, or deactivate editing of inactive users.

Note: Existing opportunities will be updated by a script. While the script runs, triggers, workflows, and validation rules are disabled for opportunity teams and opportunity splits.

Reference:

https://help.salesforce.com/s/articleView?id=sf.teamselling_opp_splits_enable_prep.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.teamselling_opp_splits_enable.htm&type=5