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Install Salesforce Spiff Commission Estimator
To install the Salesforce Spiff Commission Estimator managed package, configure prerequisites and install the package from an installation link.
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 install a Salesforce managed package: | (Salesforce) Download AppExchange Packages |
Log In to Salesforce
Log in to a Salesforce environment that you connected to Spiff. The Spiff Commission Estimator is compatible with any Salesforce org that you connect in Spiff, including Salesforce sandboxes. See Add a Salesforce Connector.
Install the Salesforce CPQ Managed Package (Quotes Only)
If you plan to use the Spiff Commission Estimator for quotes, first install the Salesforce CPQ managed package. If you plan to use the Spiff Commission Estimator for opportunities only, skip these steps.
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Turn on Chatter.
See Enable Chatter.
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Install the Salesforce CPQ managed package.
See Install or Upgrade Salesforce CPQ.
Important Salesforce Spiff supports only Salesforce CPQ Winter ’22 patch 4 (version 234.4) or later. If you have this version of the Salesforce CPQ managed package installed already, skip these steps.
Install the Salesforce Spiff Commission Estimator Managed Package
- Go to https://sfdc.co/salescommissioninstall and log in as a Salesforce admin.
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Select Install for Admins Only and click Install.
Install for users with the default System Administrator profile or a custom admin profile.
- Approve third-party access for Spiff.
- Make sure that spiff.com is in your Salesforce allow list.
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