Enhance your company's audit trail capabilities and manage datasheets, worksheets, users, and quotas in Salesforce Spiff more efficiently.
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 |
Provide More Accountability Tools with Audit Reports for Obligations
Gather all the essential data you need to audit obligations in Salesforce Spiff with the Audit Report template. The report includes the frozen status of obligation lines, the last calculation time stamp, statement error date, and more.
How: On the Reporting tab, create a custom audit obligations table report.
Create a Guided Rollup Directly from a Datasheet
Save time and avoid frustration when you set up a team-based data filter for records owned by team members. Create a guided rollup directly from a datasheet.
How: In a datasheet, click Create New Filter in the right panel and select Rollup as the filter type.
Enjoy Better Performance when Working with Users and Quotas
The Assign Users and Quotas tables are updated for improved performance and usability.
Manage Data in Worksheets More Efficiently
Clean up data in worksheet more easily with new support for selecting multiple cells at one time and deleting their values.
View Datasheet Column Totals More Easily
Summarize columns with the new summary row on the bottom of a datasheet table.
How: Go to the bottom row of a datasheet table and select the summary type for any column.