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Salesforce Spiff Designer
Salesforce Spiff Designer helps sales teams build and manage commission plans. Combining the use of familiar spreadsheets and the power of automation makes it easier to design, implement, and automate commission plans so that companies can focus on growing their business.
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 |
- Referencing Items in Salesforce Spiff Designer
When you work with formulas and syntax in Salesforce Spiff Designer, you can reference calculations on different sheets, objects, and tables. Color coding helps identify components. - Icons in Salesforce Spiff Designer
Discover the meaning behind all the icons in Dsalesforce Spiff Designer. - Left Panel in Designer UI
The left panel in Salesforce Spiff Designer contains a list of plans, datasheets, worksheets, and tables that you can create from the options menu near the search bar. - Plans View in Salesforce Spiff Designer
After clicking a plan in the left panel in Salesforce Spiff Designer, the plan view in the center of the screen shows information about the plan. - Sheets and Tables in Salesforce Spiff Designer
Handle large amounts of data from multiple sources and create and filter calculations by using worksheets, datasheets, and tables in Salesforce Spiff Designer. - Right Panel in Designer UI
When you work in worksheets, datasheets, lookup tables, or range tables in the Plans tab in Salesforce Spiff Designer, the right panel shows important information related to the rule or calculation you’re currently working on. - Global Search in Salesforce Spiff Designer
Quickly find any calculation, field, data filter, table, rule, or relationship in Salesforce Spiff Designer. - Copying Items in Salesforce Spiff Designer
In Salesforce Spiff Designer, easily create elements from existing items by copying plans, payout rules, calculations, and filters. - Deleting Items in Salesforce Spiff Designer
Avoiding deleting data or elements directly in Salesforce Spiff Designer. Instead, manage changes with effective dates, which can help you preserve data integrity and manage updates without losing historical information. - Recalculating Statements in Salesforce Spiff Designer
To decrease the time required to recalculate statements in bulk in Salesforce Spiff, you can recalculate statements in Designer and specify the periods, plans, teams, and rep to recalculate. - Calculate an Average Value in Salesforce Spiff Designer
Some companies use averages in commission calculations. For example, companies often pay reps on the average of the total value of the contract, or Annual Contract Value, rather than just the first month's value or the total value. You can create a calculated value for the average in your datasheet based on the value and total duration.
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