---
schema_version: "1"
id: 5d7a888de8c3db297af320ff4a7757a8cd49e278ffdb9069f94d94546c66e7ab
title: Create a Custom Role 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_users_roles_custom.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_custom.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0e55ce9f60029b3de8c521adb040d1d12398bd845d29072c26b53cb203eef640
description: Fine-tune access for incentive compensation plans and give stakeholders control of specific Salesforce Spiff functionality. If a default Spiff role doesn’t provide the appropriate permissions for a user, create a custom role using a default role as a starting point.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create a Custom Role in Salesforce Spiff

Fine-tune access for incentive compensation plans and give stakeholders control of specific Salesforce Spiff functionality. If a default Spiff role doesn’t provide the appropriate permissions for a user, create a custom role using a default role as a starting point.

### 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="d76260e79">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d76260e79 ">To create a custom role:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d76260e79 ">
              <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 this permission turned on.</p>
              <p style="margin-bottom:0;">Users: Edit</p>
            </td>

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

1. From the Admin menu, select **Role Management**.
2. Copy the role that you want to use as a starting point.
    
    ![The Role Management page, showing the options to duplicate a role](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/spiff/spiff_user_role_custom.png)
    
    - From the list of roles, hover over the role that you want to copy, click the three dots menu, and select **Duplicate** (1).
    - Or, click **New Role** (2) select the role that you want to copy. Enter a name and click **Add New Role**.
3. To rename the role, place your cursor in the heading and enter a different name.
4. On the Permissions tab, select the permissions that you want to turn on.
    1. If the permission description mentions prerequisite permissions, make sure that you turn on those prerequisites.
        
        For example, the Designer Configuration: Manage permission requires that you also turn on permissions for editing data sources, statements, and more.
    2. If the permission shows a dropdown for selecting the level of data access allowed, choose the appropriate option.
        
        - **My Own**—Only the user’s data
        - **Teams I Manage**—Only data for the teams that the user manages
        - **Company**—Data for the entire company
5. On the Settings page, select the landing page in Spiff where users with the custom role arrive when they log in.
6. Save your changes.

To edit a custom role after you create it, hover over the role, click the three dots menu, and select **Edit**. Or, select the role from the list and click **Edit** on the role details page.

After you create a custom role, wait up to two minutes before you can assign the new role to a user. After you edit a custom role that’s assigned to a user, wait up to two minutes before the user’s account reflects the changed permissions.

When you import user records from another source, you can specify custom roles when you import users manually, upload users with the object API, or sync user records with a webhook. If you use the Salesforce connector to import users, all users have the default Representative role assigned. You can later update roles manually from the Role Management page.

#### See Also

- [Import Users in Salesforce Spiff Manually](https://help.salesforce.com/s/articleView?id=sales.spiff_users_add_manual_import.htm&release=264.0.0&type=5 "Admins can manually import users in Salesforce Spiff by downloading, modifying, and uploading a template .csv file. You can also add other admins.")
- [Adding Salesforce Spiff Users with No Salesforce License](https://help.salesforce.com/s/articleView?id=sales.spiff_connector_salesforce_license.htm&release=264.0.0&type=5 "When you use the Salesforce connector in Salesforce Spiff, you can add Spiff users who don't have a Salesforce license or who don't share your company's email domain.")
- [Add a Salesforce Connector](https://help.salesforce.com/s/articleView?id=sales.spiff_connector_add.htm&release=264.0.0&type=5 "To sync data from Salesforce with Salesforce Spiff, add a connector. You can set up connectors for up to five Salesforce orgs.")
- [Set Up a Third-Party Connector in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_connector_third_party_setup.htm&release=264.0.0&type=5 "Salesforce Spiff REST API or a webhook processes all automated third-party data imported into Spiff. Send data to Spiff REST API or webhook endpoints directly or use an Integration Platform as a Service (iPaaS) tool, such as Workato. Workato provides a default Spiff connector that uses webhook endpoints for integrating third-party data with Spiff more easily. To purchase the Workato connector, contact your Salesforce account executive or sales partner. You can also use another iPaaS tool or design a custom solution.")
- [_Salesforce Developers_: Spiff Object API](https://developer.salesforce.com/docs/sales/spiff/references/spiff-object-api-reference)