Salesforce Spiff Plans | Salesforce Trailhead

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Salesforce Spiff Plans :    • Salesforce Spiff Plans  

Effective dates define the precise periods during which a plan is active, preventing outdated or incorrect commissions from appearing on rep statements. This level of precision is essential for maintaining clean and accurate data, as it aligns commission calculations with the intended timeframes.

Without effective dates, you risk erroneous calculations and discrepancies in financial reporting, especially when plans or team assignments change throughout the year. By setting and managing effective dates, you ensure that commissions are only computed for relevant periods. This contributes to overall consistency and accuracy in your commission system, helping to prevent issues related to outdated or incorrect commission data.

Hidden Plans
The Hidden Plans feature in Salesforce Spiff allows administrators to create and manage plans that aren't visible to regular users. This feature is useful for scenarios such as preparing new plans or testing rules without impacting the general user experience.

When you create a new plan, it’s automatically set to Hidden Plan status. These hidden plans can be used for internal purposes, such as generating reports or experimenting with new rules. Reps won’t see or receive commissions from these plans, and they’re only visible to Salesforce Spiff Finance and Admin users. An icon eye-slash iconidentifies hidden plans.

When you are ready to make a hidden plan visible to reps, simply toggle the Hidden Plan toggle “” off. This action immediately makes the plan accessible to all reps assigned to it, effective from the relevant statement periods.

Wrap-Up
In this introduction to Spiff plans, you’ve learned to create and assign users to plans, navigate the Plans tab, use the Plans Page for comprehensive management, and update plan assignment settings for individual and bulk modifications. You can also now manage plans through archiving, hidden plans, and effective dating. With this comprehensive knowledge, you’re well-prepared for Salesforce Spiff to maintain a streamlined and effective commission management process.


00:00 Introduction
00:08 Create a Plan and Assign Users
00:47 Navigate the Plans Tab in Designer
01:40 Explore the Plans Page
02:42 Update Plan Assignment Settings
03:44 Manage Salesforce Spiff Plans