Analyze your data in new ways when you create and apply calculations to a specific set of filtered data.
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 a datasheet: |
A Spiff user role with this permission turned on. Designer Configuration: Manage |
- In Designer under Plans, click the three dots next to the search bar or next to a plan and click New Datasheet.
- Name your datasheet to help distinguish what it’s used for. For example, name your datasheet with a combination of the name of the filter that is applied and the name of the rule or plan component, such as ClosedInPeriodRenewals_RenewalCommission.
- From the right panel, select the object to pull data from and a filter. Choose a preexisting filter or build a filter directly in the datasheet right panel.
- From the center panel, add fields and formulas as needed.