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Channel Revenue Management
Set Up Rebate and Accrual Management Advanced

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Set Up Rebate and Accrual Management Advanced

Set up features for Rebate and Accrual Management Advanced. Enable the required features in Setup. Assign users the necessary permission sets. Set up object access, deploying required data packages, and configure the required settings for Experience Cloud site.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled.
Note
Note Rebate and Accrual Management Advanced is available in Salesforce Go. We recommend setting up features for Rebate and Accrual Management Advanced using the Salesforce Go guided setup. This single-page experience allows you to enable required features, assign permission sets, and deploy data kits from one optimized location. To learn more about Salesforce Go, see Discover and Set Up Features With Salesforce Go
  • Prepare Your Org for Rebate and Accrual Management Advanced
    Before you get started with Advanced Rebates and Accruals, configure your org with the required licenses, prepare your data records and set up required features.
  • Enable Rebate and Accrual Management Advanced
    To access Rebate and Accrual Management Advanced objects in your org, you must enable the feature in Setup.
  • Assign Permission Sets for Rebate and Accrual Management Advanced
    Assign permission sets to users to give them access to objects, fields, and features for Advanced Rebate and Accrual Management and related features. Permission sets extend users' functional access beyond their user profiles but can't take access away. You can assign multiple permission sets to a user.
  • Configure Data Cloud Connector
    To ingest rebate objects and fields into Data Cloud, update the system permissions for the Data Cloud Salesforce Connector in your Salesforce org.
  • Deploy the Accrual and Payout Engine Data Kit
    Streamline your Data Cloud configuration by deploying the predefined Data Kit, which creates the required DLOs and DMOs for advanced calculations.
  • Set Up an Experience Cloud Site
    Set up Experience Cloud to give your partners access to view rebate programs and accrual information.
  • Populate Transaction Data in Transaction Journals
    Use Transaction Journal to store transaction records for member accounts as inputs for accrual calculations. Retrieve transaction data from Salesforce objects such as Orders and from external systems.
  • Refine Accruals with Benefit Mappings
    Use benefit mappings to create benefits for a rebate program that vary by additional criteria such as product category, partner territory, member enrollment status, and industry segment. For example, a volume-based rebate type can have benefits in which the accrual amount varies by product category for the same benefit tier.
  • Set Up an Approval Process
    Use Approval Process to automate the process of approving accrual-related records for program members. An approval process automates how records are approved in Salesforce.
 
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