---
schema_version: "1"
id: d550397f447afa3c7b1aec53fb0c02333b08caf34da057822f2c373c08da8aa3
title: Handle Plan Changes Through Effective Dates for Users
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_plans_changes.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_plans_changes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e9127960a36ace59e213c5eecb6f6da54f1f3a13ad59f66112859b337836e42d
description: Control when users start and stop getting statements for a plan by adding effective dates. Statements are generated indefinitely if no effective dates are added. Keep up with plan changes by updating Effective Until dates when needed. Remove a user from a plan by adding an Effective Until date.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Handle Plan Changes Through Effective Dates for Users

Control when users start and stop getting statements for a plan by adding effective dates. Statements are generated indefinitely if no effective dates are added. Keep up with plan changes by updating Effective Until dates when needed. Remove a user from a plan by adding an Effective Until date.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d94099e77">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d94099e77 ">To edit a plan assignment’s effective dates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d94099e77 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with these permissions turned on.</p>
              <ul>
                <li>Designer Configuration: Manage</li>

                <li>Plan Assignments: Edit</li>

              </ul>
            </td>

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Plan effective dates are important as they determine when commission statements start and stop calculating for each user. Additionally, sometimes plan logic accesses these dates. For data to remain clean and calculations to run correctly it’s important to enter effective dates.

When a rep leaves the company or no longer needs to be assigned to a plan, set their effective end date on any plans and teams to which they are assigned. Setting an effective until date for a rep on a plan will result in commission no longer calculating for that rep. If reps are assigned to other plans, their commission statement still calculates for those remaining plans.

1. Select a plan from the Plans tab. Or in Designer, click **Plan Assignments** at the bottom of the plan.
2. Click **Edit**. Double-click the applicable user cell under Effective As Of or Effective Until and select a date.
3. Click **Save**.