Keep the Plans page and Designer up to date and clutter-free when you archive past
plans. Commission plans are often rebuilt at least one time a year, causing old versions of
plans to pile up. Archiving plans hides them from view, but they’re still easily accessible.
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 archive a plan: |
A Spiff user role with this permission turned on.
Designer Configuration: Manage
|
- In Designer, click the three dots next to the plan name.
- Select Archive Plan.
The plan appears under Archived Plans at the bottom of the left panel.
If reps are still assigned to an archived plan, the plan and rules appear on their statement every period. To change effective dates on an archived plan, unarchive it.
