Add users in Salesforce Spiff by creating individual users manually, importing a spreadsheet with details for multiple user records, or syncing user records from an connected external system, such as Salesforce.
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 |
Note Spiff labels manually added users as Manual Users, and these user
records don’t sync automatically with third-party
systems. Any related commission data for these users
must be manually updated through the Data Import
tool unless the same user IDs are used in both the
synced system and the manually uploaded data.
After you add users, an admin invites users to Spiff, unless your company sets up single sign-on (SSO) access with an identity provider.
- Considerations for Adding Users in Salesforce Spiff from Multiple Sources
Integrating users into Salesforce Spiff from multiple sources can lead to errors and system disruptions due to the creation of multiple user tables. Managing multiple user tables complicates user management, and plan assignments. - Add a User Manually in Salesforce Spiff
Create an individual user in Salesforce Spiff manually. - Import Users in Salesforce Spiff Manually
Admins can manually import users in Salesforce Spiff by downloading, modifying, and uploading a template .csv file. You can also add other admins. - Invite Users to Salesforce Spiff
If your organization isn’t using SSO, you can invite reps to see tier commissions in Salesforce Spiff.