• The type of commission plan
• The records and activities that qualify for commissions
• The commission structure used to calculate earnings
• The partner accounts eligible for rewards
• The approval process for commission payouts
• The rules used to handle discrepancies and clawbacks

• Partner Programs are already created
• Relevant sales modules (Quotes, Sales Orders, Purchase Orders, or Invoices) are available
• You have permission to create commission plans
  

 

Create a commission plan 

1. Go to Setup.
2. Under PRM, click Partner Commissions.
   
3. Click Create Plan.
   

 
Step 1: Plan details 

The Plan Details step defines the foundation of the commission plan. Here, you decide how partner performance will be measured and rewarded.

Provide the core details that define the commission plan.

1. Plan Name: Enter a name for the commission plan.
   
2. Plan Code: Enter an alphanumeric code to uniquely identify the plan.
   
3. Plan Type:

• Choose Transaction, if you want the Commissions to be calculated based on individual records, such as deals or invoices.
  
  Transaction-based plans can be used when commissions should be tied directly to individual business transactions such as quotes, orders, or invoices.

• Choose Quota attainment, if you want the commissions to be calculated based on achieving defined performance targets.
  

4. Commission Based On:

• Choose Line item, if you want the Commissions to be calculated for individual item within a record. When selected, Commissions for field is displayed to specify applicable items, such as products.
  or,
  
• Choose Total amount, if you want the commissions are calculated on the overall value of the record.
  
  For a detailed comparison, see Line item vs Total amount in Partner Commissions. 
  
  Based on your selection, the applicable modules are displayed in the next step.

5. Program: Select the partner program this commission plan applies to. This is a lookup field populated with existing partner programs.
    

6. Click Next.
   

Step 3: Event configuration 

1. Trigger configuration: Event Trigger Module
   
   Choose one of the following modules:

• Quotes
• Sales Orders
• Purchase Orders
• Invoices
  

• On create
• On edit
• On create or edit 

2. Record selection- Choose whether:

• All records in the selected module should be scanned, or
• Only records that match specific conditions

3. If you choose to apply conditions, define the required criteria using available fields.

4. Click Next.
   
   

Step 4: Discrepancy and clawback settings 

1. Enable the Discrepancy Handling toggle.
   
   
   
2. Configure the Discrepancy Processing Window: Enter the number of days
   
   Select the reference event from the available time-based fields. For example:

• Last activity time
• Created time
• Lead created time
• Modified time
   

3. Set the Clawback Trigger Criteria using non-subform fields from the Deal or related modules.
   

Note:

Clawback Method – Retroactive Amount Only

If a discrepancy occurs, the recipient’s attained quota is adjusted to reflect the modified transaction value.

4. Click Next.

 
Step 5: Commission structure 

Choose how commissions are calculated.

Learn more about commission structures.

Flat commission  

1.  A flat commission structure applies a consistent commission rate to all eligible transactions.
   
   Use this structure when partners should receive the same reward regardless of transaction volume or performance level.
   
   
   
   
2. Commission Value Type
   

• Percentage of total amount (default and only option)

3. Commission Value

• Enter the commission percentage.
  

Tiered commission  

If you choose Tiered,

1. Select the Calculation Method:

• Flat
• Differential
• Differential prorate

2. Tier is Based On

• Total amount (default, based on earlier selection)

3. Commission Value Type

• Flat amount, or
• Percentage of total amount
  

4. Define the Tiered Formula: You can configure up to four tiers.
   
5. Click Next.
   

 
Quota-based commission (if selected in Step 2)   

1. Quota Target Based On

• Total amount (only available option)

2. Quota Target

• Enter the target amount.

3. Select the Commission Structure Type:

• Flat
• Tiered

4. Commission Value Type

• Percentage of quota accrued (default)

5. Commission Value

• Enter the commission percentage.

 
Step 6: Recipients   

1. Click Add Recipients.
   
   
   
2. Select the Partner Accounts you want to make eligible for this commission plan. The list displays partner accounts from the associated partner program.
   
3. Click Save.
   

 Step 7: Approval   

1. Add the required approvers.
   
   
2. Click Save & Next to proceed.
   
   Learn more about Reviewing and Approving Commissions in Partner Commissions.
   

Step 8: Plan schedule   

Commission plans are typically aligned with partner programs, promotional campaigns, fiscal periods, or incentive cycles. Defining a schedule helps ensure commissions are calculated only during the intended period.



Activation mode:

• Validate and activate immediately: The plan becomes active right away. You only need to specify the end date.
• Validate and schedule activation: Set both the start and end dates to control when the plan becomes active.
  
  

The plan schedule defines the period during which the commission plan is active. Only transactions within this timeframe are considered for commission calculation.

Note: The end date can be set up to a maximum of one year from the start date.

• Commissions are calculated based on configured events.
• Approved deal registrations and transactions are tracked.
• Discrepancies and clawbacks are handled automatically.
• Partner earnings are attributed accurately.