How can I connect Salesforce and Spiff to automate my commissions

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Tracking sales commissions can be tricky. Spiff helps by handling commission tracking automatically. When linked to Salesforce, it makes things easier and removes mistakes. Here’s how you do it.

Why Connect Salesforce with Spiff?

If your business gives sales commissions, linking Spiff with Salesforce helps by:

• Automatically calculating commissions so they are always correct.
• Letting sales reps see their earnings without asking managers.
• Paying teams on time without delays.

“Sales reps don’t have to ask about commissions anymore—Spiff handles it.” – James Grayson, Consultant at SOLVD.

Steps to Link Spiff and Salesforce

1. Open Spiff

Go to Spiff and find the Data Sources tab. This is where you link Salesforce.

2. Add Salesforce

• Click Connectors in the menu.
• Find Salesforce in the list or search for it.
• Click Add Connector and log in with an admin account.
• Give Spiff permission to access Salesforce data.

“Use an admin account so Spiff can work properly.” – James Grayson, Consultant at SOLVD.

3. Sync Salesforce Data

After connecting, Spiff will pull key Salesforce data:

• Accounts
• Opportunities
• Users

You can add custom fields if needed.

4. Manage Your Data

• Open Synced Objects and Fields in the Data menu.
• Click + next to Salesforce to add extra fields.
• Turn off fields you don’t need to speed things up.

“This keeps Spiff running smoothly by only using important data.” – James Grayson, Consultant at SOLVD.

5. Set Up Commission Plans

After linking Salesforce, you can:

• Create commission plans inside Spiff.
• Decide how commissions are paid based on sales goals.
• Let reps see earnings in real time without confusion.

Get Started Now

With Salesforce and Spiff, tracking commissions becomes easy. Need help setting it up? SOLVD can assist you.

Want to see how it works? Watch our YouTube channel for simple guides.

Make commission tracking easy—connect Spiff to Salesforce today!

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