Collaboration and transparency are essential for every successful sales team. Salesforce Spiff supports in-app, email, and Slack notifications for comments and approvals.
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 |
Default Settings
The default notification settings depend on the user's role when their first notification is sent. For example, when a user is a rep, they have default notification settings for their role as rep. If their role changes, their default notification settings don't change.
| Role | Default Notification Settings | ||
|---|---|---|---|
| In-App | Slack | ||
| Rep roles | On | On | On |
| Non-rep roles | Off | On | On |
Email Notifications
Emails include a link to the notification source in Spiff and come from the sender no-reply@spiff.com. To prevent these email notifications from being marked as spam, add this email address to your allow list.
In-App Notifications
To find all in-app notifications in the Notification Center, click the bell icon.
In the Notification Center, most recent notifications appear at the top. Filter notifications by type or date. Click the notification details for a link to the comment, statement, or ticket to review.
Slack Notifications
Notifications in Slack include a link to view the notification source in Spiff.