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To exclude imported records from commission calculations in Salesforce Spiff but keep the records available and searchable, you can soft-delete the records. For example, maybe you want to keep some records available for audit purposes, so you don't want to delete them permanently.
| 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 soft-delete imported records: | A Spiff user role with this permission turned on. Data Sources: Edit |
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