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Sales Performance Management
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            Salesforce Spiff Release Notes for May 13, 2024

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            Salesforce Spiff Release Notes for May 13, 2024

            Cultivate a more personalized, simplified Salesforce Spiff experience and manage plans, users, and teams 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

            Enjoy a Simpler Impersonation Experience

            Focus on your work with fewer distractions when you log in to Spiff as another user. The impersonation overlay now takes up less space on the screen and provides better indicators that you're in impersonation mode.

            How: Click Log in as this User from a user’s profile.

            See User Profiles in Salesforce Spiff.

            Customize Approval Reminders and Notifications

            Implement a more precise, personalized approvals workflow. Customize the reminders for each approval step and trigger instant notifications for approvers when it's their turn to approve a document.

            How: Create or edit an approval route.

            See Set Up Statement Approval Routes.

            Enjoy Better Performance when Working with Plans, Users, and Teams

            Multiple tables are updated for improved performance and usability. The tables on the Plans tab, the Automation table on the Teams tab, the Assigned Users table, the Add Team Managers table, and the Add Team Members table are affected.

            Create and Name Items in Designer More Efficiently

            Save a few clicks when you create a plan, folder, datasheet, worksheet, or data filter in Designer. Edit the name of the item in the right panel at the time that you create it.

             
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