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Deliver Smarter Incentives with Salesforce Spiff
Trilha

Deliver Smarter Incentives with Salesforce Spiff

Unlock the power of Salesforce Spiff to streamline commission management.

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Habilidades que você irá adquirir

Conclua a trilha para incrementar seu conhecimento. Saiba mais
  • Operações de negócios
  • Gerenciamento de TI
  • Gerenciamento de integração
  • Gerenciamento de negócios
  • Gerenciamento de contas
  • Mostrar mais
  • Operações de negócios
  • Gerenciamento de TI
  • Gerenciamento de integração
  • Gerenciamento de negócios
  • Gerenciamento de contas
  • Inteligência artificial generativa
  • Gerenciamento de contas e estratégia
  • Gerenciamento de vendas
  • Aprimoramento e otimização de processos
  • Vendas especializadas
  • Gerenciamento de produtos
  • Gerenciamento de dados
  • Motivação e capacitação
  • Visualização de dados
  • Gerenciamento de configurações
  • Tecnologia de escritório e produtividade
  • Análise de dados
  • Suporte ao cliente
  • Comunicação
  • Design de interface de usuário e experiência do usuário
  • Mostrar menos

Produtos

  • Spiff

Indústrias

  • Comunicações e mídia
  • Serviços financeiros
Esta trilha pode incluir conteúdo disponível somente em inglês. Saiba mais
+8.700 pontos
Avançado
Administrador
9 horas 10 min.

Get Started with Spiff Administration and Sales Compensation Management

Módulo

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

+400 pontos
~25 min
Módulo

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

+200 pontos
~10 min
Módulo

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

+500 pontos
~25 min
Módulo

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

+400 pontos
~25 min
Módulo

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

+300 pontos
~20 min
Módulo

Safely archive records to simplify data management.

+200 pontos
~10 min
Módulo

Set up Spiff ticketing to track and resolve tickets faster.

+200 pontos
~10 min

Design and Administer Compensation Plans with Spiff Designer

Módulo

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

+400 pontos
~25 min
Módulo

Simplify your workflow by improving commission strategies.

+300 pontos
~25 min
Módulo

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

+500 pontos
~25 min
Módulo

Set up plan assignments for accurate commission data.

+200 pontos
~15 min

Build and Manage Spiff Plan and Data Components

Módulo

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

+300 pontos
~20 min
Módulo

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

+200 pontos
~10 min
Módulo

Set up range and lookup tables and use their functions.

+200 pontos
~10 min
Módulo

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

+200 pontos
~10 min
Módulo

Explore different data relationships and their application.

+200 pontos
~15 min
Módulo

Create and combine dynamic data filters and export filtered data.

+300 pontos
~15 min

Enhance and Automate Compensation Management with Spiff Capabilities

Módulo

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

+300 pontos
~20 min
Módulo

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

+200 pontos
~15 min
Módulo

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

+300 pontos
~20 min
Módulo

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

+200 pontos
~20 min
Módulo

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

+200 pontos
~20 min

Design, Maintain, and Automate Accurate Compensations

Módulo

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

+200 pontos
~15 min
Módulo

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

+300 pontos
~20 min
Módulo

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

+100 pontos
~5 min
Módulo

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

+100 pontos
~5 min
Módulo

Use functions to add accelerators to your commission plans.

+100 pontos
~5 min
Módulo

Build rules that use a range table to determine payouts.

+300 pontos
~15 min
Módulo

Customize conversion for accurate calculations across multiple currencies.

+300 pontos
~15 min

Maintain Data Integrity and Deliver Insightful Reports and Dashboards

Módulo

Make hidden fields and calculations available for reporting.

+100 pontos
~5 min
Módulo

Manage data for accurate commission calculation and workflow optimization.

+300 pontos
~20 min
Módulo

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

+200 pontos
~20 min
Módulo

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

+300 pontos
~20 min
Módulo

Create custom dashboards for powerful data insights.

+200 pontos
~15 min