---
schema_version: "1"
id: bcf2505d0308f3b42d3753f17791e33d8822c0686846f9d18c2ae140413893c3
title: Salesforce Spiff Release Notes for June 23, 2026
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/rn_spiff_2026_june_23.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.rn_spiff_2026_june_23.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 604babb92884a44925d00cca4eef62f1a7bf821b5bf16b5c794b67ff5f8d0572
description: Insert live Spiff data into compensation plan document templates without a separate spreadsheet upload. In the Document Designer, dynamic merge fields pull values directly from Spiff user records—including email, team names, plan assignment names, and any fields synced from connected data sources. Field values populate when you preview the document or send it for approval, so templates always reflect current Spiff data.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Salesforce Spiff Release Notes for June 23, 2026

Insert live Spiff data into compensation plan document templates without a separate spreadsheet upload. In the Document Designer, dynamic merge fields pull values directly from Spiff user records—including email, team names, plan assignment names, and any fields synced from connected data sources. Field values populate when you preview the document or send it for approval, so templates always reflect current Spiff data.

## Insert Live Spiff Data into Document Templates

**Where:** This change applies to Salesforce Spiff.

**Why:** Previously, adding compensation data to a document template required exporting that data from Spiff and uploading it as a merge fields spreadsheet. When data changed, the spreadsheet needed a fresh export and re-upload to stay current. Dynamic merge fields eliminate that manual cycle. Built-in Spiff fields—including a user's email address, preferred currency, active plan assignments, team memberships, and quota names—are now available directly in the Document Designer. If your org integrates with Salesforce, Workday, or another connected system, connector fields from those systems are also available as merge fields, so any data already synced into Spiff can appear in your documents.

**How:** In Spiff, go to **Documents** > **Templates**. Open or create a template, click inside the document where you want to insert a field, and locate the **Merge Fields** section in the right panel. Under **Spiff** or your connected data source name, browse or search for the field you want to insert. To add dynamic merge fields, you need the Documents: Manage and Document Templates: Edit permissions. For step-by-step instructions, see [Add Dynamic Merge Fields to a Document Template](https://help.salesforce.com/s/articleView?id=sales.spiff_add_dynamic_merge_fields.htm&release=264.0.0&type=5 "Insert live Spiff data into your compensation plan document templates. Dynamic merge fields pull values directly from Spiff—such as a rep's team name, plan assignments, or quotas—or to data synced in from external systems like Salesforce or Workday. Spiff quota tables and fields that are mapped to the user object are available as dynamic merge fields. Spiff populates these fields when you send or preview a document.") in Salesforce Help.