Automate Sales Commission Calculations For Salesforce

Stop rebuilding commission spreadsheets from Salesforce reports every payout cycle. Sales Cookie connects to Salesforce, the leading CRM platform, once and calculates commissions automatically - accurately and on time.

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Salesforce Wasn't Built To Calculate Sales Commissions

Salesforce is great at managing your pipeline. But it has no concept of quotas, tiers, splits, or payout schedules - so most Salesforce users end up rebuilding commissions by hand in spreadsheets every month.

4.2 %

Percentage of payouts later identified as overpayments

23 hrs

Administration time spent per month on repetitive tasks

62 %

Representatives using shadow accounting to verify payouts

Commission Automation For Salesforce

Ready to become your sales team's hero? Sales Cookie is a powerful sales commission management solution for SMBs. Our cloud-based solution makes it easy to design and manage sales incentive plans - even very complex ones. Every sales representative gets a personalized dashboard with their goals, crediting, and rewards. All calculations are fast and accurate so you can pay reps on time. Here is what the admin console and rep dashboards look like.

What Syncs From Salesforce

There's no fixed entity catalog to work around. Instead, you simply point Sales Cookie at any List View or Report you already have set up in Salesforce - it's looked up by name and synced automatically, on a schedule, with no coding required. Advanced users can even provide a raw SOQL query for full control. You can filter and refine what's used for commissions further inside Sales Cookie.

Example List Views

My Open Opportunities
Closed Won This Quarter
Any list view in your org

Example Reports

Closed Orders
Opportunities Won
Any custom report built in your org

Advanced: Raw SOQL

Write your own SOQL query
Full control over joins & filters
For technical/power users

Sales Cookie, Right Inside Salesforce

Sync isn't the only way Sales Cookie meets your reps where they already work. Two more ways to bring commissions into Salesforce itself:

Salesforce Connect: Bring Sales Cookie Into Salesforce

Sales Cookie's OData v4 API works as a Salesforce Connect external data source out of the box. Set it up once in Salesforce Setup, and your Plans, Calculations, Credits, and Payouts show up as External Objects your admins can add to page layouts, list views, and related lists - no custom Apex or middleware required.

Sales Cookie

Plans
Calculations
Credits & Payouts

⟶ via Salesforce Connect
(OData External Objects)

Salesforce

Page Layouts
List Views
Related Lists

Embedded Dashboards: Reps Never Leave Salesforce

Using Sales Cookie's secure embed links, drop a rep's Incentive Dashboard into a Salesforce Lightning tab or Visualforce page. Reps see their goals, crediting, and payouts without ever leaving the CRM they already live in every day.

Accounts Opportunities My Commissions

SALES COOKIE - MY INCENTIVE DASHBOARD

Frequently Asked Questions

How Does The Integration Work?

Authorize our application once. We'll sync the Salesforce list view(s) or report(s) you choose every hour. All calculations use up-to-date Salesforce data.

Which Records Will Sync From Salesforce?

There's no fixed list of records. Our patent-pending technology lets you select any Salesforce list view (ex: "My Open Opportunities") or report you already have (ex: "Closed Orders", "Opportunities Won"), and we'll look it up by name and sync it automatically. Advanced users can also provide a raw SOQL query. You can filter records further within Sales Cookie.

Is Any Coding Required For The Integration?

Coding is NOT required because we offer native integration with Salesforce.

Can Sales Cookie Credit Both Users And Transactions?

Yes. Sales Cookie can credit individual Salesforce users as well as the underlying transactions on your synced reports, so commissions can be calculated at whichever level your plan requires.

Can I See Sales Cookie Data Directly Inside Salesforce?

Yes, two ways. Use Salesforce Connect to expose Sales Cookie's Plans, Calculations, and Payouts as External Objects via our OData API - no middleware needed. Or embed a rep's Incentive Dashboard directly into a Salesforce tab using our secure embed links, so reps never have to leave Salesforce.