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Go to Sales Compensation > Compensation Types and click Add Compensation Type.
Give the new type a name. The name must be unique. Note that Compensation Types cannot be renamed once they are created.
Optionally, define a label. The label must be unique and it also cannot be the same as an already existing Compensation Type name. The label can be changed anytime.
If a Compensation Type has a label, it will be displayed on the Compensation Plan list and detail pages instead of the name.Select the desired header logic, Compensation Plan workflow logic and creation workflow logic. The drop-down lists contain only active logics – you can, however, type any logic's label into the field. If no logic is selected, the default one will be used (in case of workflow logics it’s the valid and active logic with the 'Valid After' date closest to today).
In the Configuration text box, you can define the structure of the Compensation Plan in JSON format. Specify how many tabs and what types of tabs the Compensation Plan will have. The editor will allow you to save a configuration containing only supported tabs. See the Knowledge Base article Detail Page Layout and Dynamic Tabs for details.
Select a Compensation Record workflow logic.
Select a filtering logic that will offer only some Compensation Condition Types for the user to select from when creating a new Compensation Plan.
You can limit which Compensation Types the user will see when creating a new Compensation Plan by adding a user group in the User Group (View Details) column. Similarly, you can determine which users will be able to edit a Compensation Type. Remember that certain rules apply to the combinations of user group entitlement settings.
Click Add.
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