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在 Salesforce Spiff 中将用户从计划中删除
通常,我们强烈建议您永远不要将用户从计划中移除。特别是如果用户曾经为他们计算过语句。通常,用户会将代表从计划中移除,以为如果报表被冻结,则会保留。将用户从计划中移除会导致历史佣金报表丢失,即使它们已被冻结。建议您改用“有效截止日期”来停止生成超过指定日期的佣金报表,而不是将代表从计划中移除

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通常,我们强烈建议您永远不要将用户从计划中移除。特别是如果用户曾经为他们计算过语句。通常,用户会将代表从计划中移除,以为如果报表被冻结,则会保留。将用户从计划中移除会导致历史佣金报表丢失,即使它们已被冻结。建议您改用“有效截止日期”来停止生成超过指定日期的佣金报表,而不是将代表从计划中移除
| 适用于:Salesforce Classic(并非在所有组织中可用)和 Lightning Experience |
| 适用于:Enterprise、Unlimited 和 Developer Edition |
| 另行付费后适用于:启用了 Web 服务 API 的 Professional Edition |
| 所需用户权限 | |
|---|---|
| 要从计划中删除用户: | 具有这些权限的 Spiff 用户角色已打开。
|

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