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            Handle Plan Changes Through Effective Dates for Users

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            Handle Plan Changes Through Effective Dates for Users

            Control when users start and stop getting statements for a plan by adding effective dates. Statements are generated indefinitely if no effective dates are added. Keep up with plan changes by updating Effective Until dates when needed. Remove a user from a plan by adding an Effective Until date.

            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 edit a plan assignment’s effective dates:

            A Spiff user role with these permissions turned on.

            • Designer Configuration: Manage
            • Plan Assignments: Edit

            Plan effective dates are important as they determine when commission statements start and stop calculating for each user. Additionally, sometimes plan logic accesses these dates. For data to remain clean and calculations to run correctly it’s important to enter effective dates.

            When a rep leaves the company or no longer needs to be assigned to a plan, set their effective end date on any plans and teams to which they are assigned. Setting an effective until date for a rep on a plan will result in commission no longer calculating for that rep. If reps are assigned to other plans, their commission statement still calculates for those remaining plans.

            1. Select a plan from the Plans tab. Or in Designer, click Plan Assignments at the bottom of the plan.
            2. Click Edit. Double-click the applicable user cell under Effective As Of or Effective Until and select a date.
            3. Click Save.
             
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