Motivate and reward sales reps for their achievements and contributions when you create commission plans.
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 create a plan: |
A Spiff user role with this permission turned on. Designer Configuration: Manage |
- In Designer, click the three dots next to the search bar.
- Select New Plan.
- Rename the plan.
- Choose to get started with a worksheet, datasheet, or on your own.
New plans are hidden by default. Hidden plans are visible only to users with one of these privileges.
- The default Company Admin role
- The default Finance role
- A custom role with the Statements: View Hidden permission turned on
When you’re ready to make the plan visible to all reps assigned to the plan for applicable statement periods, unhide the plan.