Manage large updates to your users, plans, teams, currency rates, and quotas in Salesforce Spiff by bulk-uploading records in Mass Data Management.
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 |
All tables in the Mass Data Management section have a menu above the table with various functionalities, including downloading, uploading, filtering, and more. Click the Fields icon to view all hidden and visible columns (1). Click the eye to hide/unhide a column. Hover over a number icon to view hidden columns (2). Right-click a column header to hide the column or sort the data (3).
- Upload Users in Salesforce Spiff
Add or edit users in Salesforce Spiff in bulk by uploading user records in a .csv file. - Upload Plan Assignments in Salesforce Spiff
Manage large plan updates in Salesforce Spiff by bulk-uploading plan assignment records. - Upload Team Assignments in Salesforce Spiff
Manage large updates to your team assignments in Salesforce Spiff by bulk-uploading team assignment records. - Upload Quotas in Salesforce Spiff
Manage large updates to your quotas in Salesforce Spiff by bulk-uploading quota records. - Upload Currency Rates in Salesforce Spiff
Manage large updates to your currency rates in Salesforce Spiff by bulk-uploading currency records.