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          Remove Users from a Plan in Salesforce Spiff

          Remove Users from a Plan in Salesforce Spiff

          In general, we strongly advise that you never remove a user from a plan. Especially if the user has at one point had a statement calculated for them. Often users remove reps from a plan thinking that if the statement is frozen, it’s preserved. Removing a user from a plan results in losing historical commission statements, even if they’ve been frozen. Rather than removing a rep from a plan, it’s suggested you instead use an Effective Until date to stop the generation of commission statements beyond the specified 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 remove users from a plan:

          A Spiff user role with these permissions turned on.

          • Designer Configuration: Manage
          • Plan Assignments: Edit
          1. Click the three dots next to the user you want to remove.
          2. Click Remove.
           
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