You can display a related order code or item code in Salesforce directly from the Incentive Details report.

note: To use this feature, users need to access Incent through AppExchange. Also, the Order Code and Order Item Code must be mapped to the corresponding Salesforce object fields in advance (in the Reports > Customize > Order Drill-Through area).

  1. In the Xactly Incent for AppExchange environment, click the Incent tab.
  2. Click the myIncentives tab, then click Incentive Details in the secondary menu. The Incentive Details screen appears.
  3. Click an entry in the list. The entry expands to show the processed orders, credits, commissions, and bonuses (organized as tabs).
  4. Click the Screen Shot 2016-06-13 at 1.08.11 PM button, and choose either Related Item Code or Related Order Code in the drop-down menu that appears. The Salesforce opportunity appears.