---
schema_version: "1"
id: f5a4561d63159bdb95172371ae858be2efc2abcc68222cc5493a1d95c5b9898e
title: Deleting Items in Salesforce Spiff Designer
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_designer_delete.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_designer_delete.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5e43e058314e0e783537925039285c13319f8b9b8b12b354c8b768c205c19bc8
description: Avoiding deleting data or elements directly in Salesforce Spiff Designer. Instead, manage changes with effective dates, which can help you preserve data integrity and manage updates without losing historical information.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Deleting Items in Salesforce Spiff Designer

Avoiding deleting data or elements directly in Salesforce Spiff Designer. Instead, manage changes with effective dates, which can help you preserve data integrity and manage updates without losing historical information.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_tip.png)

Tip If you must or accidentally delete items in Designer, find details about what was deleted in the System Activity Log. This resource can help you track and understand recent changes.

## Deleting Payout Rules

Deleting payout rules can have unintended consequences and sometimes disrupts your existing compensation structures. Instead of deleting payout rules, use effective dates.

Because you can share payout rules across multiple plans, you can remove a payout rule from one plan but keep the rule in another plan. Right-click the number next to the payout rule in the plan and select **Remove From Plan** (1). This action removes the rule from the specific plan without deleting it from others.

![Options to remove or delete payout rules in Designer](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/spiff/spiff_designer_delete_plan.png)

To permanently delete a payout rule from all rules, right-click the number next to the payout rule and select **Delete Permanently** (2). This action permanently deletes the payout rule, with no option to restore. ‌If the rule is a shared payout rule, deleting the rule affects other plans that use the rule.

After you remove a payout rule from a plan or delete it permanently, the rule is removed from the rep statement during the next recalculation, unless the statements are frozen when the rule is removed. You can recalculate manually or wait for the nightly re-sync.

## Deleting Fields

Before you delete fields from your data, consider the impacts of the deletion.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:20%">
          <col style="width:40%">
          <col style="width:40%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d71905e121">Items to Delete</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d71905e124">How to Delete</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d71905e127">Considerations</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Items to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e121 ">Fields in a datasheet</td>

            <td data-label="How to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e124 ">Go to the datasheet where the field is used. Click the field you want to delete and from the dropdown menu, select <strong class="uicontrol">Remove From Sheet</strong>.</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e127 ">This action removes the field from the current datasheet but keeps it available in Salesforce Spiff for use in other areas. We recommend this option for removing fields from a datasheet.</td>

          </tr>
          <tr class="">
            <td data-label="Items to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e121 ">Fields in a data filter</td>

            <td data-label="How to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e124 ">Click the three dots next to the field in the left panel of the Data tab and select <strong class="uicontrol">Delete Field</strong>.</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e127 ">This action permanently deletes the field, and it can’t be restored. If the field is used in other calculations, deleting the field affects those calculations.</td>

          </tr>
          <tr class="">
            <td data-label="Items to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e121 ">Connector fields</td>

            <td data-label="How to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e124 ">Delete a connector field that's imported from Salesforce or other sources.</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e127 ">This action permanently deletes the field, and it can't be restored. Commission calculations that used the connector field are affected. To fix those calculations, you must reimport the connector field.</td>

          </tr>
          <tr class="">
            <td data-label="Items to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e121 ">Fields from in a worksheet</td>

            <td data-label="How to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e124 ">
              <p>Go to the worksheet where the field is used, right-click the field you want to delete, and select <strong class="uicontrol">Delete Cell</strong>. If you press Delete when a cell is selected, only the field's calculation is removed. The field itself remains available.
              </p>
              <p style="margin-bottom:0;">To delete multiple cells, selecting all the cells you want to delete, right-click, and selecting <strong class="uicontrol">Delete Cells</strong>.</p>
            </td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e127 ">This action permanently deletes the fields from Spiff and can’t be reversed.</td>

          </tr>
          <tr class="">
            <td data-label="Items to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e121 ">Datasheet</td>

            <td data-label="How to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e124 ">Click the three dots next to the datasheet and select <strong class="uicontrol">Delete Sheet</strong>.</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e127 ">This action deletes only the datasheet. All the fields on the datasheet remain available.</td>

          </tr>
          <tr class="">
            <td data-label="Items to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e121 ">Worksheet</td>

            <td data-label="How to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e124 ">Click the three dots next to the worksheet and select <strong class="uicontrol">Delete Sheet</strong>.</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e127 ">This action deletes the worksheet and all its fields.</td>

          </tr>
          <tr class="">
            <td data-label="Items to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e121 ">Table</td>

            <td data-label="How to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e124 ">Click the three dots next to the table and select <strong class="uicontrol">Delete Table</strong>.</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e127 ">This action deletes the table and affects all calculations that referenced the table.</td>

          </tr>
          <tr class="">
            <td data-label="Items to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e121 ">Filter</td>

            <td data-label="How to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e124 ">Click the three dots next to the filter on the Filters tab and select <strong class="uicontrol">Delete Filter</strong>.</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e127 ">This action deletes the filter and affects all other filters or fields that referenced it. Instead of deleting the filter, consider organizing the filters into folders so the filters remain available.</td>

          </tr>
          <tr class="">
            <td data-label="Items to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e121 ">Folder</td>

            <td data-label="How to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e124 ">Click the three dots next to the folder and select <strong class="uicontrol">Delete Folder</strong>.</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e127 ">This action permanently deletes all content in the folder, including plans, datasheets, worksheets, worksheet fields, tables, and subfolders. Deleting a folder affects any other calculations or dependencies that referenced any of the items in the folder.</td>

          </tr>
          <tr class="">
            <td data-label="Items to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e121 ">Plan</td>

            <td data-label="How to Delete" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e124 ">Click the three dots next to the plan and select <strong class="uicontrol">Delete Plan</strong>.</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d71905e127 ">This action permanently deletes all elements in the plan, including datasheets, worksheets, worksheet fields, tables, and subfolders. If there are any frozen statements for any reps on the plan, you can't delete the plan. Instead of deleting the plan, use the plan's effective dates to manage changes. Or, archive the plan.</td>

          </tr>
        </tbody>
      </table>