Set Up Ticketing for Salesforce Spiff

Set up the built-in ticket management system in Salesforce Spiff or integrate an external ticket management system.

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 manage ticketing settings:	A Spiff user role with these permissions turned on. Tickets: Manage Company Settings: Manage

User Permissions Needed

To manage ticketing settings:

A Spiff user role with these permissions turned on.

From the Admin menu, select Settings, and then select Company Settings.
In the Ticket Management section, choose which system you want to set up.
- To use the built-in ticket management system, turn Use Spiff's Ticket System.
- To use an external ticket management system, turn on Use Another Tool.
If selected the built-in ticket management system, configure other options.
- To assign new tickets to team leads by default, turn on Automatically assign new tickets to Team Leads.
- If you turned on Automatically assign new tickets to Team Leads, specify how you want to handle assignments for teams with no team lead or multiple team leads.
If you selected external ticket management system, specify the URL to the system.
When reps click the ticket icon on their statements, they navigate to this URL.
Save your changes.