Loading
Channel Revenue Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Refine Rebates and Incentives with Benefit Mappings

            You are here:

            1. Salesforce Help
            2. Docs
            3. Channel Revenue Management

            Refine Rebates and Incentives 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 rebate amount varies by product category for the same benefit tier.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions that have Rebate Management enabled.
            User Permissions Needed
            To create custom objects and fields: System Administrator
            To set up Rebate Management: Rebate Management Admin permission set

            To create a benefit mapping, Salesforce recommends that the admin first creates similar custom fields on the Program Rebate Type Benefit and Rebate Member Product Aggregate objects.

            Note
            Note If you’re using a custom aggregate object instead of the default Rebate Member Product Aggregate object, create the custom field on that object.

            The rebate program manager then maps the two similar fields in the Program Rebate Type Benefit Mapping object.

            Example
            Example

            A company wants to differentiate the benefits of a volume-based rebate type by product category. The admin must create a Product Category custom field on both the Program Rebate Type Benefit and Rebate Member Product Aggregate objects.

            Object Field Data Type Objective
            Program Rebate Type Benefit Product Category Lookup The program manager can apply the benefits not only for particular volume thresholds, but also for the product category criterion.
            Rebate Member Product Aggregate Product Category Lookup While settling payouts, program managers can view the information on product categories sold by a specific member for a specific payout period.

            The program manager can then map the fields in the Rebate Type Benefit Mapping object by defining these fields.

            • Aggregate Field: Product Category
            • Benefit Field: Product Category

            To capture product category information, the program manager can define benefit tiers as shown here.

            Benefit Tier Minimum Value Maximum Value Benefit Value Product Category
            Tier 1 101 500 $3 per unit Hammers
            Tier 2 501 Leave it blank $8 per unit Hammers
            Tier 3 101 500 $5 per unit Compactors
            Tier 4 501 Leave it blank $10 per unit Compactors

            See Also

             
            Loading
            Salesforce Help | Article