Remove Users from a Plan in Salesforce Spiff

In general, we strongly advise that you never remove a user from a plan. Especially if the user has at one point had a statement calculated for them. Often users remove reps from a plan thinking that if the statement is frozen, it’s preserved. Removing a user from a plan results in losing historical commission statements, even if they’ve been frozen. Rather than removing a rep from a plan, it’s suggested you instead use an Effective Until date to stop the generation of commission statements beyond the specified date

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 remove users from a plan:

A Spiff user role with these permissions turned on.

  • Designer Configuration: Manage
  • Plan Assignments: Edit
  1. Click the three dots next to the user you want to remove.
  2. Click Remove.