---
schema_version: "1"
id: 08df195710d57962122f3ddf5c55058ef723b2ad3f4998ce31dd925fc17bccf5
title: Set Up Ticketing for Salesforce Spiff
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_ticket_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_ticket_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dd4fc2b7ae3db2d5b848571ffce98848d3f16e3f765a1beba08485c01648856b
description: Set up the built-in ticket management system in Salesforce Spiff or integrate an external ticket management system.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Set Up Ticketing for Salesforce Spiff

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

### 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="d27102e76">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d27102e76 ">To manage ticketing settings:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d27102e76 ">
              <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>Tickets: Manage</li>

                <li>Company Settings: Manage</li>
              </ul>
            </td>

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

1. From the Admin menu, select **Settings**, and then select **Company Settings**.
2. 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**.
3. 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.
4. 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.
5. Save your changes.