Customize plan variables in Salesforce Spiff by adding fields for users, plans, and teams.
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 create custom fields: |
A Spiff user role with this permission turned on. Global Custom Fields: Manage |
- From the Admin menu, select Settings.
- Click Custom Fields and select where you want to create the field.
- Click Add Custom Field.
- Enter a name, description, and select a field type.
- Save your changes.