Misc. Topics
Do I Need To Provide Salary Information On Users?
Salary information for users is encrypted in the database, and also masked when displayed in the web interface. Also, only full admins can view this field (limited admins cannot). Special security filtering (at the data retrieval level) prevents ...
Error - Too Many Fields
Applicability This error applies to the following situation: You are importing transactions You have mapped a large number of fields Impact This error prevents you from importing transactions. Explanations There is a limit to the number of mapped ...
Error - No Field Mappings
Applicability This error applies to the following situation: You are importing transactions You have not mapped fields Impact This error prevents you from importing transactions. Explanations Some field mappings are required: At least one field ...
Error - Duplicate Mappings
Applicability This error applies to the following situation: You are importing transactions You have multiple fields mapped to the same category This category requires a single mapping Impact This error prevents you from importing transactions. ...
Error - Can't Date Transactions
Applicability This error applies to the following situation: You are importing transactions You do not have any field mapped to category "Transaction Date" Impact This error prevents you from importing transactions. Explanations Without a field ...
Error - Can't Credit Transactions
Applicability This error applies to the following situation: You are importing transactions You do not have any field mapped to category "Owner / Sold By" You do not have any field mapped to category "Territory or Team" Impact This error prevents you ...
Warning - You Will Need To Provide Tax-Related Information For Products In Sales Cookie
Applicability This warning applies to the following situation: You are importing transactions You want to create sales incentive plans which: Calculate taxes Remove taxes from calculated amounts (ex: revenue, profit) to avoid over-payment of ...
How Can I See Which Workspaces I Have Access To?
Here are the steps to view all workspaces you have access to: Login to your workspace On the left pane, click on "My Account > My Workspaces" You can also view the workspaces you are managing using the following steps: Login to your workspace On the ...
Warning - You Will Need To Provide Scoring Rules In Sales Cookie
Applicability This warning applies to the following situation: You are importing transactions You want to create incentive plans which either: Measure performance based on a score Reward users based on a score Impact This warning simply informs you ...
Warning - You Will Need To Provide Per-Unit Sales Price For Products In Sales Cookie
Applicability This warning applies to the following situation: You are importing transactions You want to create incentive plans which either: Measure performance based on revenue Reward users based on revenue Impact This warning informs you that you ...
Error - You Cannot Perform This Action Because You Are Not A Full Admin
This error indicates that you have the limited admin role, and do not have sufficient permissions to perform the action - because it requires you to be a full admin. To change your role, you must contact your workspace administrator. To learn more ...
How Do I Logout Manually?
Here are the steps to logout: Login to your workspace On the left pane, click on "My Account > Logout" You will be logged out We recommend closing your browser for additional security To learn about preventing auto-logouts, click here.
How Can I Change The Application's Colors / Theme?
Here are the steps to change the application theme: Click on the user icon in the top right corner of the application Click on "Themes" Click on one of the color cards The theme should change Available Themes Current themes are just a subtle ...
How Secure Is Sales Cookie?
Many SaaS products claim they are secure simply because they use SSL. The reality is that a SaaS solution requires many measures to be truly secure. Here is an overview of advanced security measures we implement to deliver world-class security. Some ...
What Makes Sales Cookie Different?
Here are a few things which set us aside from other solutions. Flexible And Innovative More flexibility lets you better align sales goals with sales incentives Define goals based on revenue, profit, or even rule-based scoring Set targets using ...
How Can I Export Activity Logs?
To export activity, you must go to the "All Activity" page: Login to your workspace On the left pane, click on "Dashboard > All Activity" Specify filters in the top bar Click on "Export Data" Click on the download link To learn more about the format ...
I Have Accidentally Deleted Data - Can It Be Recovered?
We provide a warning confirmation for all deletion actions to make sure it was intended. It is important that all confirmation messages be reviewed very carefully to avoid problems. If you deleted the data recently (48 hours ago or less), we might be ...
How Can I Change A User's Profile Picture?
Even if you are a workspace full admin, you cannot change a user's profile picture. Each user can change their own profile picture - learn more by clicking here.
How Can I Configure My Email Preferences?
Here are the steps to specify your personal information: Login to your workspace On the left pane, click on "Account > My Profile" Click on the "Communications" tab (if needed) Specify your preferences Click on "Save" Your profile will be updated ...
How Can I Change My Account's Email Address?
We do not support email addresses changes via self-service for the following reasons: To prevent possible abuse related to changing one's email address To prevent employees leaving their organization from taking confidential data with them To work ...
How Can I See Which Entities I Manage?
Here are the steps to see which entities you manage: Login to your workspace On the left pane, click on "Account > My Profile" Click on the "Security" tab Review section "Workspace Administrator" Review section "Hidden Plan Administrator" Review ...
How Can I Prevent Auto-Logout?
Here are the steps to configure auto-logout: Login to your workspace On the left pane, click on "Account > My Profile" Click on the "Security" tab (if needed) Select a value for "Log Me Out When Inactive For" Click on "Save" Click F5 to refresh the ...
How Can I Change My Password?
To change your password, you must reset your password. Here are the steps to change your password: Login to your workspace On the left pane, click on "Account > My Profile" Click on the "Account" tab Click on "Reset Password" Click on "Don't remember ...
How Can I Delete My Account?
Here are the steps to delete your account: Login to your workspace On the left pane, click on "Account > My Profile" Click on the "Account" tab Type your email address Click on "Delete Account" You will no longer be able to login to Sales Cookie We ...
Why Should I Provide My Personal Contact Information?
You contact information will be used to improve our service to you (ex: call you as part of technical support, expedite billing requests, select an appropriate data center location, understand your language requirements, etc.). Here are the steps to ...
How Can I Change My Profile First / Last Name?
Here are the steps to change your profile picture: Login to your workspace On the left pane, click on "Account > My Profile" Enter a new first and/or last name Click "Save" Your profile should be updated
How Can I Change My Profile Picture?
Here are the steps to change your profile picture: Login to your workspace On the left pane, click on "Account > My Profile" Click on "Change" next to your profile picture Upload a new image Your profile will show the new image
Warning - Your Selected Date Field Could Cause Double-Crediting
Applicability This warning applies to the following situation: You have chosen to import transactions automatically (hourly) from a connection Your chosen transaction date field is a date which changes frequently (ex: "last modified") Impact This may ...
Getting Started With Sales Cookie - Payees
About This Guide This guide is designed to help you get started with Sales Cookie as a payee. For the admin starter guide, click here. This guide does NOT cover the many advanced options or capabilities found within Sales Cookie. However, we will ...
Getting Started With Sales Cookie - Admins
About This Guide This guide is designed to help you get started as a Sales Cookie administrator. We assume that we've already configured one or more incentive plans for you. Looking for a starter guide for your payees instead? Click here. This guide ...