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Curriculum Designed by Experts
The Salesforce Spiff Corporate Training program by Multisoft Virtual Academy equips professionals with the skills to manage, automate, and optimize sales commission processes using Salesforce Spiff. Participants will gain hands-on experience in configuring workflows, integrating data, and improving incentive visibility. Ideal for corporate sales teams and administrators, this course helps organizations drive motivation, ensure accuracy, and enhance performance through seamless incentive management powered by Salesforce Spiff.
Salesforce Spiff Training is a specialized program designed to teach professionals how to automate, manage, and optimize sales incentive compensation using the Salesforce Spiff platform. It focuses on creating real-time commission plans, integrating data sources, designing performance dashboards, and streamlining payout processes. This training helps sales, finance, and operations teams reduce manual effort, improve accuracy, and enhance sales performance transparency through automation and analytics.
- Definition: Spiff as a commission / incentive compensation platform
- Business challenges with manual commission systems
- Key capabilities: real-time visibility, automation, auditability
- Spiff + Salesforce relationship (acquisition, add-on for Sales Cloud)
- Stakeholders and roles: Sales Reps, Sales Ops, Finance, Admins
- Introduction to Spiff Designer UI (tabs, navigation)
- Creating a commission plan: plan hierarchy, periods, rules
- Data modeling: datasets, fields, filters, mapping to source systems
- Assignment of plans to users / roles
- Versioning, “ghost rules,” plan changes, hidden plans
- Line-by-line rule basics and building them in Spiff
- Aggregated rules: applying thresholds, tiers, quotas
- Overrides, caps, minimums, exceptions
- Ghost / hidden rules (rules not yet active for reps)
- Tracing and auditability: how Spiff tracks calculations back to the data
- Handling plan changes mid period
- Source systems: Salesforce objects (Opportunities, Quotes), ERP, spreadsheets, custom data
- Data import mechanisms: daily syncs, incremental vs full load
- Data mapping, transformations, filters
- Data validation, error detection & reconciliation
- Handling missing or mismatched data
- Dealing with currency, time zones, effective dates
- Designing commission statements: line items, formatting, grouping
- Permissions and who sees what
- Commission Estimator (selling stage impact on commission)
- In-app notifications, comments, dispute resolution
- Manager dashboards, tracking attainment, pacing
- Freeze / locking logic: when to freeze a period to prevent changes
- Recalculation rules and retrospective corrections
- Adjustments and disputes workflow
- Audit trails, version history, change logs
- Compliance: revenue recognition (ASC 606, IFRS 15) and expense reporting
- Global / multi-currency setups
- Portfolio-based or team-based commission schemes
- Handling mergers, reorganizations, role changes
- Performance tuning and scaling large organizations
- Change management, test & sandbox strategies
- Best practices for plan design and governance
- Troubleshooting common errors / issues
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Outcome centric learning solutions to meet changing skill-demand of your organizationWide variety of trainings to suit business skill demands
360° learning solution with lifetime access to e-learning materials
Choose topics, schedule and even a subject matter expert
Skilled professionals with relevant industry experience
Customized trainings to understand specific project requirements
Check performance progress and identify areas for development
Free Salesforce Spiff Corporate Training Assessment
Right from the beginning of learning journey to the end and beyond, we offer continuous assessment feature to evaluate progress and performance of the workforce.
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Salesforce Spiff Corporate Training Certification
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