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Channel Revenue Management
Add the Program Rebate Types Panel to Accounts

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Add the Program Rebate Types Panel to Accounts

Add the Program Rebate Types Panel Lightning component to an account record page so that your account managers can view the applicable rebate types for an account. They can also view the rebates and incentives attainment for an account.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate Management enabled.

Enable account managers to view attainment snapshots by adding the component to the Account record page.

  1. From Setup, open the Account record page in the Lightning App Builder.
  2. Drag the Program Rebate Types Panel component to a section where you want the component to appear on the page.
  3. In the properties pane, select Show applied rebate types.
  4. Deselect Show eligible rebate types because this tab is intended for transactional context rather than account snapshots.
  5. Click Save, and then click Activate.
Note
Note You can also add this component to Experience Cloud sites to share these visualizations directly with partner users.
 
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