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Deliver Smarter Incentives with Salesforce Spiff
Trail

Deliver Smarter Incentives with Salesforce Spiff

Unlock the power of Salesforce Spiff to streamline commission management.

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Fertigkeiten, die Sie erwerben

Arbeiten Sie den Trail durch, um Ihr Fachwissen zu erweitern. Weitere Infos
  • Business Operations
  • IT-Management
  • Integrationsmanagement
  • Business Management
  • Accountverwaltung
  • Mehr anzeigen
  • Business Operations
  • IT-Management
  • Integrationsmanagement
  • Business Management
  • Accountverwaltung
  • Generative künstliche Intelligenz
  • Accountverwaltung und -strategie
  • Vertriebsleitung
  • Prozessverbesserung und -optimierung
  • Spezialvertrieb
  • Produktmanagement
  • Datenverwaltung
  • Motivation und Mitarbeiterentwicklung
  • Datenvisualisierung
  • Konfigurationsverwaltung
  • Büro- und Produktivitätstechnologie
  • Datenanalyse
  • Kundensupport
  • Kommunikation
  • Design von Benutzeroberflächen und -erfahrung
  • Weniger anzeigen

Produkte

  • Spiff

Branchen

  • Kommunikation und Medien
  • Finanzdienste
Dieser Trail enthält eventuell Inhalte, die nur auf Englisch verfügbar sind. Weitere Infos
+8.700 Punkte
Erfahren
Administrator
9 Stunden 10 Minuten

Get Started with Spiff Administration and Sales Compensation Management

Modul

Learn how to navigate rep commission statements and manage recalculations and freezes.

+400 Punkte
~ 25 Minuten
Modul

Add users and edit user data for secure and efficient workflows.

+200 Punkte
~ 10 Minuten
Modul

Upload and update users, plans, teams, quotas, and currency rates in bulk.

+500 Punkte
~ 25 Minuten
Modul

Use Spiff to upload teams, assign leads, automate plans, and optimize commissions.

+400 Punkte
~ 25 Minuten
Modul

Simplify team assignments, plans, and payout rules with precise effective dates.

+300 Punkte
~ 20 Minuten
Modul

Safely archive records to simplify data management.

+200 Punkte
~ 10 Minuten
Modul

Set up Spiff ticketing to track and resolve tickets faster.

+200 Punkte
~ 10 Minuten

Design and Administer Compensation Plans with Spiff Designer

Modul

Learn to manage plans, data fields, and filters in Salesforce Spiff Designer.

+400 Punkte
~ 25 Minuten
Modul

Simplify your workflow by improving commission strategies.

+300 Punkte
~ 25 Minuten
Modul

Set up, manage, and organize commission plans and users in Salesforce Spiff.

+500 Punkte
~ 25 Minuten
Modul

Set up plan assignments for accurate commission data.

+200 Punkte
~ 15 Minuten

Build and Manage Spiff Plan and Data Components

Modul

Learn the specifics of datasheets and worksheets and how to use them in payout rules.

+300 Punkte
~ 20 Minuten
Modul

Explore worksheet calculations and how to use them in payout rule logic.

+200 Punkte
~ 10 Minuten
Modul

Set up range and lookup tables and use their functions.

+200 Punkte
~ 10 Minuten
Modul

Create, edit, assign, and update quotas to help manage performance and align sales goals.

+200 Punkte
~ 10 Minuten
Modul

Explore different data relationships and their application.

+200 Punkte
~ 15 Minuten
Modul

Create and combine dynamic data filters and export filtered data.

+300 Punkte
~ 15 Minuten

Enhance and Automate Compensation Management with Spiff Capabilities

Modul

Customize commission statements by adding metrics, updating fields, and adding tabs.

+300 Punkte
~ 20 Minuten
Modul

Discover how to set up and use approvals and approval routes.

+200 Punkte
~ 15 Minuten
Modul

Create templates, use merge fields, and send documents for approval using approval routes.

+300 Punkte
~ 20 Minuten
Modul

Use date formulas in Spiff to keep your reports current without manual changes.

+200 Punkte
~ 20 Minuten
Modul

Add dynamic images to improve communication, show progress, and celebrate success.

+200 Punkte
~ 20 Minuten

Design, Maintain, and Automate Accurate Compensations

Modul

Create rollup data filters to give leads credit for team deals.

+200 Punkte
~ 15 Minuten
Modul

Learn the math behind blended rates and build a marginal payout rule in Spiff.

+300 Punkte
~ 20 Minuten
Modul

Learn about lump-sum rules and build one in Spiff.

+100 Punkte
~ 5 Minuten
Modul

Learn about line-by-line rules and how to build them in Spiff.

+100 Punkte
~ 5 Minuten
Modul

Use functions to add accelerators to your commission plans.

+100 Punkte
~ 5 Minuten
Modul

Build rules that use a range table to determine payouts.

+300 Punkte
~ 15 Minuten
Modul

Customize conversion for accurate calculations across multiple currencies.

+300 Punkte
~ 15 Minuten

Maintain Data Integrity and Deliver Insightful Reports and Dashboards

Modul

Make hidden fields and calculations available for reporting.

+100 Punkte
~ 5 Minuten
Modul

Manage data for accurate commission calculation and workflow optimization.

+300 Punkte
~ 20 Minuten
Modul

Explore data in standard and custom visualizations to find trends and improve results.

+200 Punkte
~ 20 Minuten
Modul

Create tailored data exports with filters, row groups, and other features.

+300 Punkte
~ 20 Minuten
Modul

Create custom dashboards for powerful data insights.

+200 Punkte
~ 15 Minuten