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Set Up Rebate Management
Set up features for Rebate Management. Enable the required features in Setup. Assign users the necessary permission sets. Set up object access, and configure the required settings for Experience Cloud site.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate Management enabled. |
- Enable Rebate Management
To access Rebate Management objects in your org, you must enable the feature in Setup. When you enable the feature, the predefined templates for Flow builder, Data Processing Engine, and Batch Management are also available for use. Rebate program managers can create programs and calculate payouts. - Enable Data Pipelines
To create and run Data Processing Engine definitions, enable Data Pipelines. With Data Pipelines, you can query and compute data available in your Salesforce org. - Permission Sets for Rebate Management
Assign permission sets to users to give them access to objects, fields, and features for Rebate 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. - Set Up an Experience Cloud Site for Rebate Management
Use Experience Cloud to give your partners access to Rebate Management. Create an Experience Cloud site where partners can view the rebate program and payout details and submit their claims and proof-of-sale documents. You can use the predefined Manufacturing Experience Cloud template to create a site for partners. You can also use an existing site in your org, or create a site from scratch and add the Rebate Management objects to your Experience Cloud site. - Populate Transaction Data for Rebate Payout Calculations
When partners purchase your products, the transactions are recorded as claims and invoices. These transactions are used as inputs for rebate payout calculations. Retrieve transaction data of your org from Salesforce objects such as Orders, from partners submitting claims via the Experience Cloud site, and from external systems. - Store Aggregated Transactions in an Object
Track payouts effectively by aggregating members’ transaction records for a specific payout period in a single cumulative record. Store this aggregated data either in the default aggregate object, Rebate Member Product Aggregate, or in a custom object. You can aggregate transactions by using an appropriate data processing engine definition. - 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. - Approvals for Rebate Management
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.
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