Recommended Data Mapping Prerequisite for Salesforce Spiff
Before you import data from Salesforce or a third-party data source into Salesforce Spiff, create a data mapping spreadsheet that lists all objects and fields that you plan to sync. Make sure that you collaborate with all required stakeholders and receive approval for your design before you set up the connectors and sync data.
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
The spreadsheet must have a tab named Data Mapping, with these required columns. Depending on
your company’s needs, you can add other columns.
Column
Value
Plan
The name of a Spiff commission plan to sync data for.
Rule
The name of a Spiff payout rule to sync data for. If you don’t
know what rule to use, you can leave the Rule value blank.
Object/Table Name
The name of the object or data table from your source system to
sync. The terms object and table are used interchangeably.
Field Name
The user-friendly label for the field that contains the data to
sync.
API Name
The programmatic name for the field that contains the data to
sync.
Data Type
The format for the data that’s synced into Spiff, which can be
different from the format for the data in your source system. For
example, Boolean values in Spiff must be true or
false, but some source systems use
0 and 1 for Boolean
values.
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