Best Practices for Salesforce Spiff Admins

Add Spiff Domains to Allowlist

To receive notifications from Spiff, add these domains to your allowlist.

• spiff.com
• spiffinc.com
• mailgun.org
• mail.spiff.com

Avoid Deleting Users and Plans

Archive plans and implement effective dates for users instead of deleting these records.

• Deleting users from a plan assignment also deletes all of their plan assignments. Instead, use effective dates.
• Deleting users from team assignments also deletes all of their team-related rollups and statement visibility. Instead, add end dates to plan assignments.
• Deleting users from a quota table during a certain period deletes them from that quota in all periods. Leave the quotas blank where a quota assignment doesn’t exist.
• Deleting a commission plan also deletes the plan for all periods. Instead, archive the plan.

Use Simple, Unique Names

Spiff requires unique names for similar variables such as calculations, data filters, and tables. For example, you have a summary calculation named CommonName and a table named CommonName. If you try to reference the summary calculation, Spiff can reference the table instead and return an error.

To help make your calculations easier to maintain, use simple, clear, human-readable names that describe what the calculation accomplishes.

Prioritize Dynamic Calculations

Avoid static calculations that use hard-coded input values and are difficult to maintain over time. Instead, create dynamic calculations that you can update with minimal maintenance as the input values also change.

For example, to calculate monthly commissions in March 2025, you can create a static calculation that evaluates all deals that close between March 1 and March 31. But, you can't reuse this calculation for other monthly periods. Instead, create a dynamic calculation that evaluates deals where the Close Date is greater than or equal to the start of a month, up to the last day of the month. You can reuse this calculation for any month.

Plan for Data Retention

Spiff deletes your company’s data when your billing payment is more than 90 days late or when your contract with Spiff has lapsed for 90 days or more.