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Building Essential Data for Compensation Plans
Users, teams, plans, quotas, rules, and data filters are the primary records used for calculating commissions in Salesforce Spiff.
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 |
- Company Settings Considerations for Salesforce Spiff
Keep a few considerations in mind when working with company settings for Salesforce Spiff. - User Management in Salesforce Spiff
Each user in Salesforce Spiff has several attributes, such as their displayed name, email address, role (permissions), and default currency. Additionally, users are typically assigned to various teams, plans, and quotas. These attributes and assignments can all be managed by admins in the user management table and the user profile. Admins can use the user impersonation feature to log in as other users in the system. This lets them see the platform from that user’s point of view. - Personal Settings in Salesforce Spiff
Change your password, grant access to your environment to Support personnel, and set up notifications and preferred UI language. - Plan Management in Salesforce Spiff
Align the interests of sales reps with the goals of the organization using commission plans. Plans are vital components of a company’s compensation strategy that outline the structure, parameters, and criteria for calculating commissions based on sales performance. - Team Management in Salesforce Spiff
Teams are an important component of commission plans. Sometimes team members receive commissions based on the entire team's performance, and managers receive commissions based on a team's performance, or even multiple teams. You can assign members to a team for a limited period by defining the start and end dates for the assignment. Teams can also be assigned team leads who can view the team members’ statements. When creating a variable for multiple plans, you can use custom fields in numerous plans and customize the value uniquely for each team. - Custom Fields for Plans, Teams, and Users in Salesforce Spiff
Add custom fields to plans, teams, and users in Salesforce Spiff so you can track your company's unique requirements, such as on-target earnings (OTE) or services rate. - Quotas Management in Salesforce Spiff
Create and manage quotas that motivate your sales reps. Manage quotas in Salesforce Spiff with a quota table, which includes quota values for commission calculations for all reps assigned to this quota type. - Document and Document Templates in Salesforce Spiff
Create and manage incentive compensation documents such as contracts in Salesforce Spiff from a central location. Avoid repetitive effort with document templates, where you can import content from external sources and add merge fields. Manage required paper trails by circulating documents through an approval process. - Currency in Salesforce Spiff
If your company pays commission in multiple currencies, you can define a primary company currency in Salesforce Spiff and individual reps can specify a preferred currency. To do any calculations with currency amounts, convert amounts to the same currency first. Calculate all rules in the same currency. - Data Filters in Salesforce Spiff
Data filters are fundamental tools for creating specific payout rules that define the conditions when commissions are paid on a line-by-line basis. To ensure efficient and accurate commission tracking, carefully evaluate dates, recipients, and amounts in your data filters. - Salesforce Spiff Rules
Before you create commission rules in Salesforce Spiff, review rule options and guidelines. - Data Relationships in Salesforce Spiff
Salesforce Spiff organizes data used for calculating commissions in multiple separate tables. To calculate commission logic correctly or create data filters, establish relationships between tables. A relationship requires a field in each table with a common value. For example, to connect Deals with Accounts, the values of the Deals table's CustomerAccount field match the values of the Accounts table's external_id field. - Accumulated Variables in Salesforce Spiff
An accumulated variable is like a running total, where Salesforce Spiff sums a field or value within a sorted data filter and returns a cumulative value up to a current record. An accumulated variable helps you quickly sum multiple values with fewer calculations. - Accelerators in Salesforce Spiff
An accelerator in Salesforce Spiff helps your sales team amplify their earnings when they achieve outstanding results. Spiff provides multiple options for implementing accelerator rates in your commission plans.
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