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            Update Metric and Field Display Names in Designer

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            Update Metric and Field Display Names in Designer

            Improve sales teams’ efficiency and effectiveness by showing reps metric and field names that make sense, instead of names created from commission logic. When reps can identify deal data easily, they can adjust their plans accordingly and with peace of mind.

            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 metric display names:

            A Spiff user role with this permission turned on.

            Designer Configuration: Manage
            Edit a metric or field display name.
            1. In Designer, select the metric or field you want to update, or search for it.
            2. Edit the Display Name in the Settings panel on the right side of the screen.
              The display name updates the name of the field on the statement. The original name remains as the title for the metric of the field.
             
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