Use Approval Process to automate the process of approving rebate payout amounts 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 Management enabled.
User Permissions Needed
To set up approvals:
System Administrator
To set up Rebate Management:
Rebate Management 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
To approve member payout amounts
Rebate Program Member Payout
To adjust rebate payout amounts
Rebate Payout Adjustment
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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