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Sales Performance Management
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            Create a Plan in Salesforce Spiff

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            Create a Plan in Salesforce Spiff

            Motivate and reward sales reps for their achievements and contributions when you create commission plans.

            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 a plan:

            A Spiff user role with this permission turned on.

            Designer Configuration: Manage
            1. In Designer, click the three dots next to the search bar.
            2. Select New Plan.
            3. Rename the plan.
            4. Choose to get started with a worksheet, datasheet, or on your own.

            New plans are hidden by default. Hidden plans are visible only to users with one of these privileges.

            • The default Company Admin role
            • The default Finance role
            • A custom role with the Statements: View Hidden permission turned on

            When you’re ready to make the plan visible to all reps assigned to the plan for applicable statement periods, unhide the plan.

             
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