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            Create a Datasheet in Salesforce Spiff

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            Create a Datasheet in Salesforce Spiff

            Analyze your data in new ways when you create and apply calculations to a specific set of filtered 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
            User Permissions Needed
            To create a datasheet:

            A Spiff user role with this permission turned on.

            Designer Configuration: Manage
            1. In Designer under Plans, click the three dots next to the search bar or next to a plan and click New Datasheet.
            2. Name your datasheet to help distinguish what it’s used for. For example, name your datasheet with a combination of the name of the filter that is applied and the name of the rule or plan component, such as ClosedInPeriodRenewals_RenewalCommission.
            3. From the right panel, select the object to pull data from and a filter. Choose a preexisting filter or build a filter directly in the datasheet right panel.
            4. From the center panel, add fields and formulas as needed.
             
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