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Salesforce Spiff Release Notes for August 12, 2024
Elevate your rep and admin experience in Salesforce Spiff with more tools for trust, transparency, and accountability.
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 Transparency on Rep Statements
Reinforce a culture of trust with your sales reps. The Last Calculated timestamp on statements now includes the company's time zone, which adds clarity about when calculations were most recently completed.
Customize Tile Size on Statements
Draw attention to your company's most critical metrics and optimize the layout of data on rep statements. Choose a regular or compact size for single-metric tiles.
Analyze and Overwrite Deal Details with More Clarity
Explore the details of deals with more confidence. When you click a record on a statement, the Deals page now shows a field type next to each field name, helping you triage potential errors more easily. Added guardrails help you avoid issues when you create overwrites. The deals table is also enhanced for a better experience.
Optimize Your Roster of Spiff Users
Clean up the list of users and gain more control over synced user data in your Spiff implementation. Archive users who are no longer active, and turn data syncing on or off for each user. By default, data syncing is turned on for active users and turned off for archived users. Keep users up-to-date and consistent with your company's guidelines by editing the username for any user that's logged in at least once.
How: Archive a user, manage data syncing, and edit their username from their user profile. You can restore archived users from the User object on the Data Sources page.
Provide More Specific Company Information for Support Requests
Expect more specific help from Salesforce Customer Support by providing more information about your company's unique Spiff setup when you submit support requests. The company settings in Spiff unique new options for your company name, ID, and UUID. You can edit only the company name.
Support Data Integrity Audits with Data Filter Exports
Provide a paper trail for data that you sync from an external source and then filter in Spiff. Export the results of an applied filter to a .csv file.
How: On the Data page's Filters tab, click the Export icon in the toolbar.
