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What you’ll achieve

A commission plan whose eligibility rules match your incentive policy precisely: only the records you intend generate commission lines, verified against a live count of qualifying records before the plan goes live, so partners earn on the right deals and finance has nothing to claw back.

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Before you start

1

Be in a plan's Conditions step

Eligibility conditions are the Conditions step of the plan wizard. Create or edit a plan and reach that step. The full wizard is covered in Build and launch a commission plan.
2

Have your data source and object set

Conditions filter the object you chose on the Data source step (a CRM deal, or a billing object like an invoice or subscription). The available properties come from that object, so set it first.
3

Know your policy

Write down, in plain language, which records should earn - for example “Closed Won deals over 5,000 in the New Business pipeline, sourced by the partner.” You will translate that sentence into conditions.

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Watch it

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Steps

1

Understand the matching model

The Conditions step reads “A commission is earned when a record matches the following.” It starts with no conditions, and no conditions means every record of the object qualifies - so an empty step pays on everything. Adding conditions narrows that set. Be deliberate: the goal is to add exactly enough rules that only the records your policy intends remain.
Understand the matching model
2

Add your first property condition

Choose Add condition and build a property filter: pick the property, the operator, and the value. Typical first conditions:
  • Deal stage is Closed Won - only reward deals that actually closed. The most common condition on any plan.
  • Amount is greater than a threshold - exclude small deals from a bounty, or set a floor for a revenue share.
  • Pipeline / deal type is a specific value - scope the plan to the pipeline or deal type the incentive covers, so unrelated deals never earn.
Each condition compares one property to a value; the record must satisfy it to stay eligible.
Add your first property condition
3

Stack conditions with And

Add more conditions in the same group to require all of them - they combine with And, so a record must meet every condition to qualify. Use this to express a precise policy, for example stage is Closed Won and amount over 5,000 and pipeline is New Business. Add only the conditions your policy actually needs; every extra And narrows the set further.
Stack conditions with And
4

Express alternatives with an Or group

When two different sets of records should both earn, choose Add ‘OR’ condition to start a separate group. A record qualifies if it matches any group, so you can express “this set, or that set” - for example New Business deals over 5,000 or Renewal deals over 10,000. Keep each group internally combined with And, and use Or groups sparingly so the rule stays legible.
Express alternatives with an Or group
5

Target partner-attributed deals

To make a plan pay only on deals a partner is actually credited on - the step that turns a generic plan into a referral or reseller reward - add a condition that filters on partner attribution. This uses the attribution you configured on the deal object, so only deals sourced or influenced by the enrolled partner earn, not every deal the partner merely touched. Layer your other qualifiers (amount, pipeline) on top of it. Attribution itself is set up in Configure deal attribution; using it as a reward filter is covered in Set up referral rewards.
6

Confirm against the live data preview

Open the Data preview (use Show data in the header if it is hidden). It reports how many records qualify over a baseline window (90 days, 180 days, or 1 year) and updates as you edit conditions. Use it as your safety check:
  • Count is zero - a condition is too strict or a value is wrong (a coded picklist value, a typo). Loosen or fix it.
  • Count looks too high - a condition is missing or too broad; you are about to pay on records you did not intend. Add or tighten a condition.
  • Count looks right - spot-check a couple of the previewed records to confirm they are genuinely records that should earn.
Only move on once the preview reflects exactly the records your policy describes.

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Verify it worked

The Conditions step shows your rules, and the data preview count matches the records you expect to reward. After the plan is live, commission lines appear only for records that meet these conditions - and each line traces back to a record that genuinely qualifies. If a line appears for a record that should not earn (or is missing for one that should), revisit the conditions and re-check the preview.

Build and launch a commission plan

The full plan wizard this step is part of.

Set up referral rewards

Use an attribution condition to pay only on sourced deals.

Configure deal attribution

Set the partner attribution these conditions can filter on.

Review and adjust commission lines

Check the lines your conditions generate before payout.