Empower your sales teams with Salesforce Spiff Training by Multisoft Virtual Academy. This training program enables professionals to streamline commission processes through automation, gain real-time visibility into sales performance, and ensure accurate incentive payouts. Participants will learn to configure, customize, and manage incentive compensation plans in alignment with business objectives.
The Salesforce Spiff Training by Multisoft Virtual Academy is designed to empower professionals with the expertise needed to streamline and optimize sales compensation management. Spiff, a leading incentive and commission automation platform, replaces error-prone manual spreadsheets with intelligent automation to handle complex commission structures seamlessly.
This comprehensive program provides practical experience in building compensation plans, configuring incentive rules, integrating Salesforce CRM data, and generating real-time analytics for transparent and accurate payouts. Participants will work through key functional areas, including:
Plan design and configuration
Sales team hierarchy and role setup
Credit allocation and incentive calculation
Dispute handling and approval workflows
Performance dashboards and reporting
The course focuses on the full lifecycle of sales compensation—from plan creation to automated payout execution—ensuring alignment with organizational policies and revenue objectives. Learners will also gain expertise in leveraging Spiff’s intuitive user interface to clearly communicate incentive details and maintain collaboration between sales and finance teams.
By the end of the training, participants will have the skills to deploy and manage Salesforce Spiff effectively, improving operational efficiency, motivating sales teams, and elevating business performance. This training is ideal for Sales Operations professionals, Finance teams, and Salesforce Administrators seeking to enhance real-time visibility into incentives and drive better alignment between business goals and sales achievements.
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
Salesforce Spiff is an automated incentive compensation platform that integrates with Salesforce to streamline commission payouts, improve accuracy, and provide real-time visibility into sales performance.
This course is ideal for Sales Operations teams, Finance professionals, Salesforce Administrators, Compensation Managers, and anyone responsible for managing incentive programs.
Basic understanding of Salesforce CRM is recommended but not mandatory. The course is designed to help both beginners and experienced users understand Spiff functionalities.
Yes! Participants will receive a Certificate of Completion from Multisoft Virtual Academy after successfully finishing the training.
By the end of the course, learners will be able to configure and manage compensation plans, automate commission tracking, generate accurate reports, and align sales incentives with business goals.
| Course Name | Faculty | Date | Duration | Time | Mode of Training | Batch Type | Enroll Now |
|---|---|---|---|---|---|---|---|
| Salesforce Spiff | Pratap | 12 December 2025 | 42 days | 7:00 AM to 9:00 AM | Online | Regular |