Handle Null Values for Imported Data in Salesforce Spiff

Sometimes when you sync or import data in Salesforce Spiff, fields contain a null value. When Spiff calculates commissions, null values can cause issues because Spiff expects a value for a field, even if the value is zero. To handle null values with imported data, apply a default value for the field in all plans and rules. To handle null values for a specific rule or plan, first create a field on the rule or plan and then specify null handling for that field.

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 apply a default value:

A Spiff user role with this permission turned on.

Designer Configuration: Manage

  1. Search or browse for the field that you want to set a default value on.
  2. Select the field and open the right panel.
  3. Under Format, turn on Apply Default Value.
  4. Enter a default value.
    • For a number or currency data type, enter a number.
    • For a string data type, enter text, such as a placeholder that tells users what value to enter.
    • For a date data type, select a default date.
    • For a Boolean data type, enter True or False.