Loading
Sales Performance Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Embed Salesforce Spiff in a Salesforce Page

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Performance Management

            Embed Salesforce Spiff in a Salesforce Page

            Help sales reps track progress toward commission goals directly where they manage deals. Embed Salesforce Spiff in a Visualforce page iframe so that your Spiff and Salesforce users can more easily focus on their flow of work without changing browser tabs.

            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 Visualforce pages: (Salesforce) Customize Application
            To create Visualforce tabs: (Salesforce) Customize Application

            Create a Visualforce Page

            To embed Salesforce Spiff in another Salesforce page, first create a Visualforce page for showing Spiff content.

            Note
            Note A Spiff iframe is compatible only with a Salesforce domain and isn’t compatible with other third-party apps.
            1. From Setup, in the Quick Find box, enter Visualforce Pages, and then select Visualforce Pages.
            2. Click New and enter a label, name, and description.
            3. Add this code for the page. 
              <apex:page standardController="Account">
<apex:iframe src="https://SUBDOMAIN.spiff.com/" id="spiff-iframe" width="100%" height="1500px" />
</apex:page>
              • Replace SUBDOMAIN with the correct subdomain for your region.
                • If you’re in the US, use us1.
                • If you’re in the EU, use eu1.
              • For standardController="Account", specify the standard page that you’re replacing, such as Account. If you’re not showing Spiff in a default Salesforce page, omit the standardController parameter. If you omit this parameter, you can embed content only on pages that aren’t default Salesforce objects, such as the Home page.
              • For width and height, optionally adjust values.
            4. Save your changes.

            Add the Visualforce Page to a New Tab

            Create a tab for the Visualforce page you created for showing Salesforce Spiff content in Salesforce.

            1. From Setup, in the Quick Find box, enter Tabs, and then select Tabs.
            2. Scroll to the Visualforce Tabs section and click New.
            3. From the Visualforce Page dropdown, select the Visualforce Spiff App page you created, complete the remaining fields, and click Next.
            4. Select the profiles and custom apps that you want to show the tab for, and save your changes.

            Update Permission Settings

            Make sure that your sales reps can access Visualforce pages that you create by updating the page’s security settings. After a rep logs into a Spiff iframe for the first time, they don’t need to log in again for future Salesforce sessions.

            1. From Setup, in the Quick Find box, enter Visualforce Pages, and then select Visualforce Pages.
            2. Scroll to the Visualforce page you created and click Security.
            3. Add or remove the profiles that you want to have access to the Visualforce page.
            4. Save your changes.

            See Also

             
            Loading
            Salesforce Help | Article