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            Archive a Plan in Salesforce Spiff

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            Archive a Plan in Salesforce Spiff

            Keep the Plans page and Designer up to date and clutter-free when you archive past plans. Commission plans are often rebuilt at least one time a year, causing old versions of plans to pile up. Archiving plans hides them from view, but they’re still easily accessible.

            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 archive a plan:

            A Spiff user role with this permission turned on.

            Designer Configuration: Manage
            1. In Designer, click the three dots next to the plan name.
            2. Select Archive Plan.
              The plan appears under Archived Plans at the bottom of the left panel.

            If reps are still assigned to an archived plan, the plan and rules appear on their statement every period. To change effective dates on an archived plan, unarchive it.

             
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