Invite Users to Salesforce Spiff

If your organization isn’t using SSO, you can invite reps to see tier commissions in Salesforce Spiff.

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 invite a user:

A Spiff user role with this permission turned on.

Users: Invite

Users don’t need to be invited through this process if your organization uses SSO. Access to Salesforce Spiff is controlled through the SSO provider.

  1. From the Admin menu, select Users.
  2. Select one or more users you want to invite. Alternatively, click and drag to select a group of users.
  3. Click the Send Invite icon to dispatch invitations to the selected users.
    Invite admins to Spiff.
    The invited users receive an email with a link to create a password. This link is valid only for the first login and can’t be used for subsequent logins or password resets. Users have 30 days to activate their account by setting up their password.