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            Helper Functions in Salesforce Spiff

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            Helper Functions in Salesforce Spiff

            Helper functions in Salesforce Spiff save time and provide clarity. A helper function is interchangeable with a standard function, but uses simpler syntax so you can create logic more easily.

            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

            A helper function's name describes the output. Search or browse from the Helpers section of the function library when you're working with data filters, payout rules, or calculations in Designer.

            Functions tab, showing helper functions

            The syntax for each helper function is only the function's name. Helper functions don't take any arguments.

            Helper Function Description
            AllDates Returns the full date range for all your data, with no restrictions.
            AllTeams Returns all teams.
            AllTeamsDown Returns all subteams of the current team.
            AllTeamsUp Returns all parent teams of the current team.
            BeginningOfMonth Returns the first day of the month based on the current statement period's start date. The return format is YYYY-MM-DD. This helper function requires monthly statement periods.
            BeginningOfPeriod Returns the first day of the current statement period. The return format is YYYY-MM-DD. If your statement period cadence isn't monthly, this helper function returns the start date of the current period.
            CurrentMonth Returns the month number, 1 to 12, based on the current statement period's start date. For example, if the current statement period is May, this helper function returns 5.
            EndOfMonth Returns the last day of the month based on the current statement period's start date. This helper function requires monthly statement periods.
            EndOfPeriod Returns the last day of the current statement period. The return format is YYYY-MM-DD. If your statement period cadence isn't monthly, this helper function returns the last date of the current period.
            IsMonth Returns true if the current statement period begins in the specified month, and returns false otherwise. For example, if the statement period is January, the IsJanuary helper function returns true.
            Now Returns the current date and time. The return format is YYYY-MM-DDT:hour:minute:second:millsecond, plus or minus the hours and minutes away from Coordinated Universal Time (UTC).
            PlanAssignmentEffectiveAsOfDate Returns the Effective As Of date for a user's plan assignment. The return format is YYYY-MM-DD.
            PlanAssignmentEffectiveUntilDate Returns the Effective Until date for a user's plan assignment. The return format is YYYY-MM-DD.
            PlanAssignmentEndDate Returns the date that a rep was unassigned from a plan. The return format is YYYY-MM-DD.
            PlanAssignmentEndDate Returns the date that a rep was unassigned from a plan. The return format is YYYY-MM-DD.
            PlanAssignmentStartDate Returns the date that a rep was assigned to a plan. The return format is YYYY-MM-DD.
            StatementPeriod Returns the current statement period date range,
            Today Returns the current date. The return format is YYYY-MM-DD.
             
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