MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Settl - Partner Revenue Operations Simplified

By Settl Software Solutions Pty Ltd

Partner Revenue Operations Simplified

Starting at $60,000   USD/company/year

Discounts available for nonprofits

Try It
Industries
Horizontal Product
Communications
High Tech
Business Need
Finance
Contract Management
Partner Management
Requires
None
Compatible With
Sales Cloud
B2B Commerce
B2C Commerce

Settl is a native salesforce application that will automate and simplify your B2B2X partner compensations. Calculate, track, reconcile and settle commissions, revenue & margin share with your business partners. Connect your downstream financial systems.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
B2B Commerce
B2C Commerce
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Settl - Partner Revenue Operations, Reconciliation & Settlement/ver 1.4 1.4.0
Listed On
06/13/2022
Latest Release
09/15/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 14
Custom Tabs: 7
Custom Apps: 1
Lightning Components
Global: 7
App Builder: 2
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/25/2022

Additional Details

Create Revenue Share Rules using complex eligibility conditions. Calculate, apportion and distribute revenue to eligible partners. Settl calculates revenue share, summarizes per partner and creates partner statements. Users can define a frequency & cadence for statements per partner. Revenue share can be calculated off from Salesforce standard or custom objects giving flexibility to organisations that don't use the standard objects to capture Orders. Settl can help reconcile, and create adjustments at a revenue share transaction or statement level. Other Features - All UI labels and logic are configurable - All error messages are configurable - All batch sizes and frequencies are configurable - All objects and fields to be used in eligibility conditions are configurable - Works for retail, subscription, dealer commission and many more B2B scenarios

Need help?

Settl Software Solutions Pty Ltd

Melbourne, Australia

Other ResourcesTerms & Conditions