We have Reps creating routes and wanting see an option "Add route to Calendar" which basically creates Salesforce Events which can be seen on Salesforce Calendars.
2 answers
Featured group
* Sales Performance Management *
How do I create a route and add it to my schedule for a specific day
2 answers
Hey @Cory Glassman We have the same issue, once we create a route we would like to be able to create a schedule based on that route. Right now routes and schedules are independent records. @Delon Lowe Can we ask this request as a feature?
Greetings,
Does anyone know if this standard Log a Call action can be configured and if so, where is this action located?
It's not following the Log a Call action on the account which has many Subject options already.
Thanks,
Steve
#Salesforce Maps #SF Maps #Maps Support
3 answers
@Steve Peck - since you are working with Salesforce Maps and not standard objects like Account, Opportunity etc, here is some documentation I found to customize Log a Call.
https://help.salesforce.com/s/articleView?id=000389815&type=1
Also, in case you have issues, refer to the following community thread:
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000C3gnESAR
Hello Salesforce SPM & Spiff Community,
I am a new Salesforce SPM/SPIFF Administrator working on a pre-launch implementation for an international organisation.
I am trying to understand the end-to-end process required to create a compensation plan for a new country from scratch. The country may contain multiple sales roles (e.g., Territory Managers, Regional Sales Managers, Clinical Specialists, Inside Sales, etc.) with different incentive structures.
From an administrator perspective, I would like to understand:
- What are the major implementation stages before creating any compensation plans?
- What dependencies should be configured first (participants, hierarchy, territories, quota management, data integrations, etc.)?
- What is the recommended sequence for building plans, components, rules, measures, quotas, and payouts?
- How do experienced administrators manage multiple roles that have different plan designs within the same country?
- What objects and relationships should a beginner fully understand before configuring plans?
- What are the most common design mistakes that new administrators make during their first implementation?
- Do you have a recommended checklist or framework that you follow when onboarding a new country into Salesforce SPM/Spiff?
My goal is not only to learn how to configure a plan technically, but also to understand the overall operating model and best-practice implementation approach used by experienced SPM administrators.
Any examples, implementation frameworks, lessons learned, or documentation recommendations would be greatly appreciated.
Thank you!
2 answers
Welcome to Spiff. I started learning Spiff myself not too long ago and kept notes as I went, so let me share the sequence that stuck with me, because your seven questions really collapse into getting the foundation right (before you touch a plan)
I'd go with the order -
1. Data and participants.
Get your people into Spiff with the right roles and your sales transaction data flowing cleanly from Salesforce.
2. Hierarchy and assignments.
Define who rolls up to whom. i.e., your RSM likely gets paid on their team's numbers, and that depends entirely on the hierarchy.
3. Quotas and territories.
Load quotas per role, since Territory Managers and Inside Sales measure against different targets.
4. Build the plans.
A plan is measures (what you're counting), rules (how it pays), and payout logic.
While testing and understanding SPIFF flow, I built one role end to end, validated the numbers against a manual calc, then cloned the pattern for the next role.
On the multiple-roles question, don't build four plans in isolation. The thing I wish I'd understood earlier is to build shared components once and reuse them across roles. for ex, Territory Managers and Clinical Specialists might share a base commission measure but differ on accelerators. Model the common pieces as reusable components so a rate change touches one place.
For onboarding a new country specifically, the sequence I'd follow is: data feed, participants, hierarchy, quotas, then plans, then a parallel run where you calculate a full period and reconcile against a manual or legacy result before going live. I wouldn't launch a country without that parallel reconciliation step.
A couple of resources that helped me
The Salesforce Spiff Trailhead modules - Hands-on to learn Spiff Designer and payout rules:
https://trailhead.salesforce.com/content/learn/trails/deliver-smarter-incentives-with-salesforce-spiffOfficial Guide and links:
https://www.salesforce.com/sales/incentive-compensation-management/guide/
https://www.salesforce.com/sales/incentive-compensation-management/software/
Using shape layer to ingest coordinates.
Once the shape layer is plotted on Salesforce maps, I would need to create records using a custom button in Salesforce maps. The goal is to create records with Geolocation, I have a flow but there are two issues:
1. Error 'Create Postal Codes for Region No markers found that support this action' in Salesforce Maps.
2. Longitude and Latitude are not being populated. I created a geolocation field.
I found out that Click2Create works for a single POI, but multiple records are not supported. This is the reason I am creating a flow automation. Also wondering if this is possible?
1 answer
Hi, sorry for the inconvenience. If you don't receive a response here, we recommend reaching out to our support team for further assistance. You can do so by visiting https://help.salesforce.com/s/articleView?id=000393090&language=en_US&type=1
I have configured SF Maps and the one thing I am still having a hard time finding information on is how can I make sure that new Accounts/Contacts that have an address are being assigned Latitude and Longitude values? I have already scheduled batches to run once a week for both objects, however I would like newly created to be assigned right away instead of waiting for the weekly batch run. Note: I have already created a before save triggered flow to clear the Lat/Long values anytime the address is updated so that then the Lat/Long looks like they are empty. Any help is greatly appreciated! Thanks
4 answers
One additional follow up I have is related to the Marker Pop-Up. I have a Marker Layer with Base Object Contact (Mailing) that filters by the Account Name. On the Maker Pop-Ups section, I have added fields to the Details Tab that are showing up appropriately. But when I click on a marker that has more than 1 contact located at that Account I can see in the top right corner '1 of 3' etc. As I flip through them, one of them seems to be for the Shape Layer that I also have on the map. Is there a way to remove that as the end user really doesn't need to see it?
It also seems to display as either the first or last based on if the Shape Layer is added before or after the Marker Layer. If it is default and there is no way to remove it, I will ask users to add their shape layer first and then the Marker Layer. However, when I do this the Marker Layer always shows '0 visible'. I researched and this seems to be a known issue.
Thanks!
How can I get notifications when there is a new product update in Salesforce spiff? At the moment, this is only recorded in the documentation, but there is no proactive notification sent anywhere.
1 answer
Hi Isma, I'm not a Spiff user, but if Spiff follows the same release best practices as other Salesforce products, the best way to learn the details of product updates is to view the official release notes pages:
https://help.salesforce.com/s/articleView?id=sales.rn_spiff_2026.htm&type=5I am not aware of proactive notifications, although some products have release readiness emails you can subscribe to. It's part of the admin's responsibilities to proactively inform themselves on product changes whenever release notes become available! Hope this helps.
We have a business requirement where we need to calculate the Quota for each territory . For quota we have certain matrices data which is available at an account level. We have done the territory planning and rolled up the data for each territory and then stamp those territories to do quota planning on that. For contribution of each territory we need to divide the territory rolled up values to the total of that matric at the country level. The sum of all columns is not possible as of today on quota planning screen . Is there a way for me to create a calculated attribute in territory alignment to compute this national sum.
1 answer
Hi, sorry for the inconvenience. If you don't receive a response here, we recommend reaching out to our support team for further assistance. You can do so by visiting https://help.salesforce.com/s/articleView?id=000393090&language=en_US&type=1
An error message is displayed when a KML derived shape layer is plotted with 'Enhanced User Experience' turned on. The shape layer is displayed if Enhanced User Experience is turned off. Does anyone know how to solve this?
Error Message: Can't plot the KML file. Structure the file so that it meets Salesforce Maps standards.
Hi Everyone,
I’m working with Cadences in Salesforce Sales Engagement and had a question.
I’ve implemented a Flow that removes a Lead from a cadence when a specific custom checkbox is checked (We cannot use Email Opt Out std field for some reason)— this works fine when the Lead record is updated.
However, I’m seeing a gap when:
- The checkbox is already checked on the Lead
- And the Lead is later manually added to a cadence
In this case, the Flow doesn’t trigger since there’s no update on the Lead, and the record remains in the cadence.
Has anyone handled this scenario? Is there any standard way to prevent such records from being added to a cadence?
Appreciate any suggestions or best practices!
Thanks in advance.
1 answer
Hi, sorry for the inconvenience. If you don't receive a response here, we recommend reaching out to our support team for further assistance. You can do so by visiting https://help.salesforce.com/s/articleView?id=000393090&language=en_US&type=1