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            Add Tooltip Descriptions to Statement Metrics and Payout Rules

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            Add Tooltip Descriptions to Statement Metrics and Payout Rules

            Help sales reps and managers better understand the information they see in Salesforce Spiff statements, and help Spiff admins deflect and resolve cases more efficiently. Add tooltip descriptions that explain metric tiles, key metrics and data, or obligations table columns. Edit the default, visible descriptions of certain payout rules.

            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 metrics and payout rules in a statement:

            A Spiff user role with this permission turned on.

            Statements: Edit
            1. From a rep’s statement, click Edit.
            2. Add tooltips.
              1. Click the three dots menu in one of these locations and select Add Tooltip Description.
                • Metric tile at the top of the statement
                • Key Metrics and Data card in a payout rule
                • Obligations table column header
              2. Enter a description, optional link text, and optional link URL, then save your changes.
                URLs must be secure and include the http:// or https:// protocol.
            3. To edit a payout rule description, scroll to the rule and click the pencil icon next to the rule name.
            4. Save your changes and refresh the statement.

            Tooltips are visible when you hover over the part of the statement where you added it. Payout rule descriptions appear in a tooltip next to the rule name.

            See Also

             
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