Define and manage sales compensation plans and determine the payouts based on those plans. Worksheets and calculations ensure that sales compensation is accurately and fairly distributed, aligning with the organization's goals and motivating the sales team.
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 create a worksheet: |
A Spiff user role with this permission turned on.
Designer Configuration: Manage
|
-
In Designer under Plans, click the three dots next to the search bar or next to
a worksheet or folder.
- Click New Worksheet.
- Rename the worksheet.
- Double-click a cell in a worksheet and type in your syntax. Start formulas with = unless you’re creating a label or constant value.
- To save your formula, click the blue check mark.
