Manage Salesforce Spiff Teams
Learning Objectives
After completing this unit, you’ll be able to:
- Understand the importance of effective dates.
- Assign effective dates.
- Create and manage subteams.
- Navigate and validate team hierarchies.
Effective Dating
Now that your teams are created in Salesforce Spiff, you need to manage these teams effectively. Start with Effective Dating. When adding users, you have the option to add an Effective As Of or Effective Until date for each member of the team.
It’s best practice to make use of these dates for team management. You may not know what date you want to use for the Effective As Of date when you create the team initially, but you should assign a date for each team member as soon as possible. These dates can come into play in rollup scenarios and visibility for team leads. (More on that later.)
The Effective Until date should be used when a team member moves to another team or leaves the org. You may have a situation where a rep leaves a team with an Effective Until date, but then they rejoin the team. You can add a rep to a team multiple times by making their Effective As Of date represent when they rejoined the team.
Subteams
Your organization might have a complex hierarchy that involves multiple levels of teams. For example, The VP or CSO of a company might get commissions based on the performance of all the teams in the company. Or perhaps you need to structure a hierarchy of a parent team with multiple levels of subteams beneath—a team within a team within a team. Salesforce Spiff can handle it!
To create these hierarchies, click a team, then click the Subteams tab next to the Team Members tab. Assign any team that has already been added as a subteam. And you can enter effective dates for subteams just like you can for individual team members.
View Team Hierarchies
Depending on the complexity of your team hierarchies, you may want to view your organization’s team structure in a way that captures the intricacies of various parent teams with their associated subteams, and maybe even the subteams within subteams.
With the Team Hierarchy Visualization, you can traverse these team structures in order to validate that your teams are configured correctly.
To access the Team Hierarchy Visualization, click any team from the Teams page as it appears in a panel on the left side of your screen.
Use the Visualization
When you select any date in the visualization, you see the hierarchy that was effective at that time. For example, the Sales Engineering team is assigned as a subteam of the Revenue team. There’s an Effective Until date of April 30 for that subteam assignment. If you select a date on or before April 30, you see the Sales Engineering team listed as a subteam under the Revenue team, as it was an active subteam at that time. If you select May 1 in the date selector, the Sales Engineering team is no longer listed as a subteam under the Revenue Team in the hierarchy. It’s instead listed as its own parent team without any other team associations.
Click the Search button 
to bring up a modal where you can search by team name, team lead, or team member.
Clicking on a team from the left panel brings up that team’s details in the main screen. From there you use the typical team functionality to add team leads, team members, and effective dates, and to navigate to other tabs like Subteams, Custom Fields, or Automation.
Now that you know how to manage Salesforce Spiff teams, examine a use case involving teams and a rollup.