Get more value out of the Salesforce Spiff tools you already use for calculating commissions. Enjoy new options for routing statement approvals and start using new functions for conditions, teams, and dates. Create and manage payout rules, plans, data filters, and worksheets 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 |
Manage Approval Routing More Easily
Provide more flexibility for users who sending statements through approval routes. A new filter for team hierarchy lets users choose any team without a parent team. They can choose to send the document to the direct team lead or parent team lead. They can also decide what happens to the approval if there’s no team lead or if there are multiple team leads.
How: From the Admin menu, select Approvals, and click Settings.
Expand the Capabilities of the Function Library
Gain more precise control over specific details of your worksheet calculations, datasheet calculations, data filters, and other formulas with new functions. The all?() function checks whether every record in a datasheet or filter satisfies a condition. The team() function returns a Team object, and the date() function converts different date formats to a standardized Date data type.
See:
Create Payout Rules More Efficiently
Reuse Spiff commission calculation resources and spend less time navigating between pages. When you add a calculated field to a worksheet, easily create a payout rule from the calculation with one click.
How: Highlight a calculated field on a worksheet and click Create Payout Rule in the right panel.
Manage Clutter and Preserve Historical Plans Data
Remove old plans from view but keep their data accessible. Archive plans, but don't delete them, so that you don't disrupt other components that depend on the plans. Archived plans are at the bottom of the left panel.
How: Right-click a plan and select Archive.
Create Powerful Data Filters with Speed and Confidence
Get access to quick and easy help for creating powerful data management tools in Spiff. Data filters are important resources for calculating commissions, but they can get complicated quickly. Designer now includes the option to walk through the process of creating a data filter, including nested filters or team-based filters with complex logic.
Manage Data in Worksheets More Efficiently
Move information around in a worksheet more easily with new keyboard shortcuts and right-click menu options.