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Channel Revenue Management
Set Up an Approval Process

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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.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled.
User Permissions Needed
To set up approvals: System Administrator
To set up Rebate and Accrual Management Advanced: Rebate and Accrual Management Advanced Admin permission set

You can set up an approval process for these use cases.

Use Case Object
To enroll members in a rebate program Rebate Program Member
To activate a rebate program Rebate Program

With approval processes, you can ensure that supervisors and executives have tighter control over rebate processes because the financial implications are significant.

 
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