Cultivate a more personalized, simplified Salesforce Spiff experience and manage plans, users, and teams 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 |
Enjoy a Simpler Impersonation Experience
Focus on your work with fewer distractions when you log in to Spiff as another user. The impersonation overlay now takes up less space on the screen and provides better indicators that you're in impersonation mode.
How: Click Log in as this User from a user’s profile.
Customize Approval Reminders and Notifications
Implement a more precise, personalized approvals workflow. Customize the reminders for each approval step and trigger instant notifications for approvers when it's their turn to approve a document.
How: Create or edit an approval route.
Enjoy Better Performance when Working with Plans, Users, and Teams
Multiple tables are updated for improved performance and usability. The tables on the Plans tab, the Automation table on the Teams tab, the Assigned Users table, the Add Team Managers table, and the Add Team Members table are affected.
Create and Name Items in Designer More Efficiently
Save a few clicks when you create a plan, folder, datasheet, worksheet, or data filter in Designer. Edit the name of the item in the right panel at the time that you create it.