---
schema_version: "1"
id: cec1bfd2c7ae6fdef8b26ce86967bc6fc5ac5d097fc56d92b715e94211b0041e
title: Remove Users from a Plan in Salesforce Spiff
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_plans_remove_users.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_plans_remove_users.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b5da50088b833c44c8ca8b53a20483b0aa0cfd0fd9a2752c40a9d570f90cfdf5
description: 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
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# 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

<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">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d77431e81">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d77431e81 ">To remove users from a plan:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d77431e81 ">
              <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>

          </tr>
        </tbody>
      </table>

1. Click the three dots next to the user you want to remove.
2. Click **Remove**.

#### See Also

- [Handle Plan Changes Through Effective Dates for Users](https://help.salesforce.com/s/articleView?id=sales.spiff_plans_changes.htm&release=264.0.0&type=5 "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.")