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Deliver Smarter Incentives with Salesforce Spiff
Parcours

Deliver Smarter Incentives with Salesforce Spiff

Unlock the power of Salesforce Spiff to streamline commission management.

Commencer

Compétences acquises tout au long du parcours

Effectuez le parcours pour développer votre expertise. En savoir plus
  • Opérations commerciales
  • Gestion informatique
  • Gestion de l’intégration
  • Gestion d'entreprise
  • Gestion des comptes
  • Afficher plus
  • Opérations commerciales
  • Gestion informatique
  • Gestion de l’intégration
  • Gestion d'entreprise
  • Gestion des comptes
  • Intelligence artificielle générative
  • Gestion des comptes et stratégie
  • Gestion des ventes
  • Amélioration et optimisation des processus
  • Ventes spécialisées
  • Gestion des produits
  • Gestion des données
  • Motivation et autonomisation
  • Visualisation des données
  • Gestion de la configuration
  • Bureautique et outils d’efficacité
  • Analyse de données
  • Support client
  • Communication
  • Conception de l’interface utilisateur et de l’expérience utilisateur
  • Afficher moins

Produits

  • Spiff

Secteurs d'activité

  • Communications et médias
  • Services financiers
Ce parcours peut inclure du contenu qui n'est disponible qu'en anglais. En savoir plus
+ 8 700 points
Avancé
Administrateur
9 h 10 min

Get Started with Spiff Administration and Sales Compensation Management

Module

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

+ 400 points
Environ 25 min
Module

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

+ 200 points
Environ 10 min
Module

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

+ 500 points
Environ 25 min
Module

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

+ 400 points
Environ 25 min
Module

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

+ 300 points
Environ 20 min
Module

Safely archive records to simplify data management.

+ 200 points
Environ 10 min
Module

Set up Spiff ticketing to track and resolve tickets faster.

+ 200 points
Environ 10 min

Design and Administer Compensation Plans with Spiff Designer

Module

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

+ 400 points
Environ 25 min
Module

Simplify your workflow by improving commission strategies.

+ 300 points
Environ 25 min
Module

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

+ 500 points
Environ 25 min
Module

Set up plan assignments for accurate commission data.

+ 200 points
Environ 15 min

Build and Manage Spiff Plan and Data Components

Module

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

+ 300 points
Environ 20 min
Module

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

+ 200 points
Environ 10 min
Module

Set up range and lookup tables and use their functions.

+ 200 points
Environ 10 min
Module

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

+ 200 points
Environ 10 min
Module

Explore different data relationships and their application.

+ 200 points
Environ 15 min
Module

Create and combine dynamic data filters and export filtered data.

+ 300 points
Environ 15 min

Enhance and Automate Compensation Management with Spiff Capabilities

Module

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

+ 300 points
Environ 20 min
Module

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

+ 200 points
Environ 15 min
Module

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

+ 300 points
Environ 20 min
Module

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

+ 200 points
Environ 20 min
Module

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

+ 200 points
Environ 20 min

Design, Maintain, and Automate Accurate Compensations

Module

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

+ 200 points
Environ 15 min
Module

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

+ 300 points
Environ 20 min
Module

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

+ 100 points
Environ 5 min
Module

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

+ 100 points
Environ 5 min
Module

Use functions to add accelerators to your commission plans.

+ 100 points
Environ 5 min
Module

Build rules that use a range table to determine payouts.

+ 300 points
Environ 15 min
Module

Customize conversion for accurate calculations across multiple currencies.

+ 300 points
Environ 15 min

Maintain Data Integrity and Deliver Insightful Reports and Dashboards

Module

Make hidden fields and calculations available for reporting.

+ 100 points
Environ 5 min
Module

Manage data for accurate commission calculation and workflow optimization.

+ 300 points
Environ 20 min
Module

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

+ 200 points
Environ 20 min
Module

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

+ 300 points
Environ 20 min
Module

Create custom dashboards for powerful data insights.

+ 200 points
Environ 15 min