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            Salesforce Spiff Release Notes for June 17, 2024

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            Salesforce Spiff Release Notes for June 17, 2024

            Get more value from Salesforce Spiff and other enterprise data management systems you're already using with new tools for integrating third-party data. Equip your reps with more self-service options and enjoy better performance when managing plans, worksheets, and tables.

            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

            Integrate Third-Party Data in Spiff with Workato

            Expand your company's Spiff implementation to include data from other systems that you're already using. Spiff now provides access to Workato, an iPaaS tool that you can use for mapping fields that you want to sync from a third-party data source.

            How: If your company already uses Workato, contact Salesforce Customer Support for help with setting up a Workato admin account for use with Spiff. You can also use a system integration partner.

            See Third-Party Data Integration in Salesforce Spiff with Workato Recipes.

            Provide More Statement Self-Service Tools for Reps

            Empower sales reps to manage their own statement periods and reduce your company's support burden. Reps can choose from weekly, biweekly, monthly, or quarterly statement periods, or create and delete custom statement periods.

            Enjoy Better Performance when Working with Plans, Sheets, and Objects

            Multiple tables are updated for improved performance and usability. The Object table on the Data tab and the Plan, Datasheet, and Worksheet tables on the Plans tab are affected.

            Manage Data in Worksheets More Efficiently

            Save some clicks and move data with confidence. When you cut or copy data from one worksheet, new paste options provide more precise control over the data you add in another worksheet. Paste the value only, formula only, or formula plus all right panel settings, which is the default paste behavior.

             
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