Turn on an Accumulated Variable in Salesforce Spiff

Analyze sales data and identify trends and patterns with accumulated variables.

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
User Permissions Needed
To turn on an accumulated variable in Spiff Designer:

A Spiff user role with this permission turned on.

Designer Configuration: Manage

  1. In Designer, under Plans, select the field where you want to see accumulated values on the corresponding datasheet.
  2. In the right panel, turn on Accumulated.
  3. Select the data filter that you want to accumulate.
  4. Specify the sorting criteria.