Salesforce Spiff Release Notes for March 18, 2024

Manage Approval Routing More Easily

Provide more flexibility for users who sending statements through approval routes. A new filter for team hierarchy lets users choose any team without a parent team. They can choose to send the document to the direct team lead or parent team lead. They can also decide what happens to the approval if there’s no team lead or if there are multiple team leads.

How: From the Admin menu, select Approvals, and click Settings.

See Set Up Statement Approval Routes.

Expand the Capabilities of the Function Library

Gain more precise control over specific details of your worksheet calculations, datasheet calculations, data filters, and other formulas with new functions. The all?() function checks whether every record in a datasheet or filter satisfies a condition. The team() function returns a Team object, and the date() function converts different date formats to a standardized Date data type.

See:

• all?
• date
• team

Create Payout Rules More Efficiently

Reuse Spiff commission calculation resources and spend less time navigating between pages. When you add a calculated field to a worksheet, easily create a payout rule from the calculation with one click.

How: Highlight a calculated field on a worksheet and click Create Payout Rule in the right panel.

See Create a Payout Rule from a Payout Amount Field.

Manage Clutter and Preserve Historical Plans Data

Remove old plans from view but keep their data accessible. Archive plans, but don't delete them, so that you don't disrupt other components that depend on the plans. Archived plans are at the bottom of the left panel.

How: Right-click a plan and select Archive.

See Archive a Plan in Salesforce Spiff.

Create Powerful Data Filters with Speed and Confidence

Get access to quick and easy help for creating powerful data management tools in Spiff. Data filters are important resources for calculating commissions, but they can get complicated quickly. Designer now includes the option to walk through the process of creating a data filter, including nested filters or team-based filters with complex logic.

Manage Data in Worksheets More Efficiently

Move information around in a worksheet more easily with new keyboard shortcuts and right-click menu options.