--- schema_version: "1" id: 328e3dc3973fc13b042a5cdaea7241c607a545a7b92669885179d4c98f69da7c title: Salesforce Spiff Release Notes for February 26, 2024 collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/rn_spiff_2024_feb_26.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.rn_spiff_2024_feb_26.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 0793592191e31321cacef327348c8a9aa41c8b7c63577616a2382ddc35a5d229 description: Create and navigate documents, reports, relationships, and other data in Salesforce Spiff with fewer clicks and a more responsive experience. Enjoy time-saving shortcuts for managing plans, viewing plan payouts, and accounting for licenses. products: - Sales Cloud - Sales Enablement release: "264" --- # Salesforce Spiff Release Notes for February 26, 2024 Create and navigate documents, reports, relationships, and other data in Salesforce Spiff with fewer clicks and a more responsive experience. Enjoy time-saving shortcuts for managing plans, viewing plan payouts, and accounting for licenses. ### 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
## Create Documents and Send Approvals More Efficiently Create documents, set approval routing, get documents approved, and track document statuses, all in one place. Salesforce Spiff now includes a document composer where you can create documents from scratch or copy them from another source. Documents can also use merge fields for showing user-specific data. A new, more detailed approval routing process is separate from the document templates, so one document template can go through multiple approval routes. **How:** Click the **Documents** tab and create a template. See [Document and Document Templates in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_documents.htm&release=264.0.0&type=5 "Create and manage incentive compensation documents such as sales contracts in Salesforce Spiff from a central location. Avoid repetitive effort with document templates, where you can import content from external sources, upload merge fields, or use dynamic merge fields to pull live Spiff data directly into templates. Manage required paper trails by circulating documents through an approval process."). ## Preview and Modify Large Reports and Dashboards More Efficiently Spend less time generating and tweaking the data and filters in large reports and dashboards. The new preview mode includes only the first 1,000 rows of data in a report or dashboard, which helps improve performance and lets you make adjustments to the report criteria more easily. **How:** Turn on **Preview Data** in the upper right of a report or dashboard. See [Considerations for Creating and Managing Reports in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_report_considerations.htm&release=264.0.0&type=5 "Reports in Salesforce Spiff can have gaps and performance issues due to frozen statements, the amount of data you're working with, and the rules you're using."). ## Add Context to Custom Reports and Dashboards Make reports and dashboards in Spiff easier to identify with custom descriptions. Add descriptions when you’re creating or editing a report. **How:** Open the report and click the Description field under the title. ## Enjoy Usability Enhancements on the Data Sources Page Navigate, search for fields, or perform overwrites more easily with the improved user experience on the Data Sources page. Explore data sources more efficiently and maintain a full audit trail. **How:** Go to the Data Sources tab and select an object under a data source. ## Gain Clarity about Licenses Used Find information about how many Spiff licenses are used quickly. The Users table in Mass Data Management now provides a real-time notification for how many commissioned license seats are provisioned for Spiff users who aren't Salesforce admins. **How:** From the Admin menu, select **Users**. ## Explore Data Relationships with More Clarity Navigate relationships between objects in Designer more efficiently. The enhanced data relationship viewer now provides a smoother experience for large data sets and complex relationships. ## View Plan Payout Totals More Easily Calculate the total amount of unhidden payout rules on a plan with fewer clicks. The Plans page now includes a summary row that automatically sums a plan's total payout. The Plans page also shows a new visual indicator for hidden plans that aren't included in the summary. ## Create and Iterate on Plans More Smoothly Generate reports, experiment with new rules, perform mid-year changes, or prepare plans in advance without interrupting your active plans, rules, and statements. When you create a plan in Designer, the plan is hidden by default. **How:** To unhide a plan, toggle the eye icon on the plan. See [Hidden Plans in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_plans_hidden.htm&release=264.0.0&type=5 "In Salesforce Spiff, create plans that are visible only to certain users so that you can generate reports, experiment with new rules, perform mid-year changes, or prepare plans in advance.").