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            Salesforce Spiff Release Notes for April 15, 2024

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            Salesforce Spiff Release Notes for April 15, 2024

            Enhance your company's audit trail capabilities and manage datasheets, worksheets, users, and quotas in Salesforce Spiff more efficiently.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            Available for an additional cost in: Professional Edition with Web Services API Enabled

            Provide More Accountability Tools with Audit Reports for Obligations

            Gather all the essential data you need to audit obligations in Salesforce Spiff with the Audit Report template. The report includes the frozen status of obligation lines, the last calculation time stamp, statement error date, and more.

            How: On the Reporting tab, create a custom audit obligations table report.

            See Audit Report for Obligations in Salesforce Spiff.

            Create a Guided Rollup Directly from a Datasheet

            Save time and avoid frustration when you set up a team-based data filter for records owned by team members. Create a guided rollup directly from a datasheet.

            How: In a datasheet, click Create New Filter in the right panel and select Rollup as the filter type.

            See Rollup Filters in Salesforce Spiff.

            Enjoy Better Performance when Working with Users and Quotas

            The Assign Users and Quotas tables are updated for improved performance and usability.

            Manage Data in Worksheets More Efficiently

            Clean up data in worksheet more easily with new support for selecting multiple cells at one time and deleting their values.

            View Datasheet Column Totals More Easily

            Summarize columns with the new summary row on the bottom of a datasheet table.

            How: Go to the bottom row of a datasheet table and select the summary type for any column.

             
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