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Referencing Items in Salesforce Spiff Designer

Referencing Items in Salesforce Spiff Designer

When you work with formulas and syntax in Salesforce Spiff Designer, you can reference calculations on different sheets, objects, and tables. Color coding helps identify components.

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

Worksheet Syntax

In a worksheet, use this syntax for referencing calculations.

Item to Reference Syntax Example
Calculation on the same worksheet calculation_name TotalARR
Calculation on another worksheet worksheet_name!calculation_name WorksheetB!TotalARR
Calculation on a datasheet datasheet_name!calculation_name DatasheetA!TotalARR
Calculation on an object Not supported  

Datasheet Syntax

In a datasheet, use this syntax for referencing calculations.

Item to Reference Syntax Example
Calculation on the same datasheet calculation_name ARR
Calculation on another datasheet datasheet_name!calculation_name DatasheetB!ARR
Calculation on a worksheet worksheet_name!calculation_name WorksheetA!TotalARR
Calculation on an object calculation_name or relationship_name ARR or AccountToDealsId

Object Syntax

On an object, use this syntax for referencing calculations.

Item to Reference Syntax Example
Calculation on an object calculation_name or relationship_name ARR or AccountToDealsId
Calculation on a datasheet datasheet_name!calculation_name DatasheetB!ARR
Calculation on a worksheet worksheet_name!calculation_name WorksheetA!TotalARR

Range Table or Lookup Table Syntax

In a range table or lookup table, use this syntax for referencing calculations.

Item to Reference Syntax Example
Calculation in a table calculation_name ARR
Calculation on a datasheet datasheet_name!calculation_name DatasheetB!ARR
Calculation on a worksheet worksheet_name!calculation_name WorksheetA!TotalARR

Syntax Color

When you work with formulas and other syntax in Salesforce Spiff Designer, color coding helps identify components.

Color Description
Black Operator
Gray Range or lookup table
Orange Function
Green Data filter, text value, or integer value
Blue Relationship, connector, worksheet calculation, or system field

Clicking the name of a function opens the Function Library tab in the right panel with more details about the function.

 
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