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Channel Revenue Management Cloud Data Streams
Data streams map data model objects in Data Cloud to objects in your Salesforce org. The Channel Revenue Management data kit contains predefined data streams for data model objects. The fields on the data model objects are mapped to the corresponding fields on the source objects. You can map other fields as required, or delete the mappings that you don't use.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions |
Cloud Mapping for Account
Use these mappings to store information about individual or business accounts for rebate program members, partners, or customers.
| Data Model Object Field | Field Type | Data Source Object Field | Description |
|---|---|---|---|
| Account ID | Text | Id | Unique identifier for the account |
| Account Name | Text | Name | Name of the account |
| Account Number | Text | AccountNumber | Customer-defined account number |
| Account Source | Text | AccountSource | Source of the account record |
| Account Type | Text | Type | Type of account (for example, Customer, Partner) |
| Annual Revenue | Currency | AnnualRevenue | Estimated annual revenue of the account |
| Billing Address | Address | BillingAddress | Billing address of the account |
| Created By ID | Text | CreatedById | ID of user who created the record |
| Created Date | DateTime | CreatedDate | Date and time when the record was created |
| Description | Text | Description | Description of the account |
| Industry | Text | Industry | Industry classification |
| Last Modified By ID | Text | LastModifiedById | ID of user who last modified the record |
| Last Modified Date | DateTime | LastModifiedDate | Date and time when the record was last modified |
| Owner ID | Text | OwnerId | ID of the user who owns the account |
| Parent Account ID | Text | ParentId | ID of the parent account |
| Phone | Text | Phone | Primary phone number |
| Shipping Address | Address | ShippingAddress | Shipping address of the account |
| Website | Text | Website | Account website URL |
Cloud Mapping for User
Use these mappings to store information about Salesforce users who manage rebate programs, approve payouts, or own rebate records.
| Data Model Object Field | Field Type | Data Source Object Field | Description |
|---|---|---|---|
| User ID | Text | Id | Unique identifier for the user |
| Username | Text | Username | Username for login |
| Text | Email address of the user | ||
| First Name | Text | FirstName | User's first name |
| Last Name | Text | LastName | User's last name |
| Full Name | Text | Name | Full name of the user |
| Is Active | Boolean | IsActive | Indicates whether the user is active |
| Created Date | DateTime | CreatedDate | Date and time when the record was created |
| Last Modified Date | DateTime | LastModifiedDate | Date and time when the record was last modified |
| Profile ID | Text | ProfileId | ID of the user's profile |
| Role ID | Text | UserRoleId | ID of the user's role |
| Manager ID | Text | ManagerId | ID of the user's manager |
| Department | Text | Department | User's department |
| Title | Text | Title | User's job title |
Cloud Mapping for UnitOfMeasure
Use these mappings to store units of measurement used in rebate calculations.
| Data Model Object Field | Field Type | Data Source Object Field | Description |
|---|---|---|---|
| Unit of Measure ID | Text | Id | Unique identifier for the unit of measure |
| Unit Name | Text | Name | Name of the unit of measure |
| Code | Text | Code | Short code for the unit |
| Description | Text | Description | Description of the unit of measure |
| Created Date | DateTime | CreatedDate | Date and time when the record was created |
| Last Modified Date | DateTime | LastModifiedDate | Date and time when the record was last modified |
Cloud Mapping for ProgramRebateType
Use these mappings to store rebate type configurations, calculation methods, and benefit parameters.
| Data Model Object Field | Field Type | Data Source Object Field | Description |
|---|---|---|---|
| Id | Text | Id | Primary key - unique identifier for the rebate type |
| Rebate Type Name | Text | Name | Name of the rebate type |
| Rebate Program ID | Text | RebateProgramId | Reference to the parent rebate program |
| Status | Text | Status | Status of the rebate type (Active, Inactive) |
| Calculation Type | Text | CalculationType | Type of calculation (Per Unit, Per Transaction, Formula, Growth) |
| Calculation Method | Text | CalculationMethod | Method for calculating rebate benefits |
| Calculation Basis | Text | CalculationBasis | Type of payout (Accrual, Invoice, etc.) |
| Rebate Measure Type | Text | RebateMeasureType | Type of rebate measure (Volume, Revenue, etc.) |
| Measure Field Name | Text | MeasureFieldName | Field used for rebate amount calculations |
| Aggregate Object Name | Text | AggregateObjectName | Name of the custom aggregation entity |
| Benefit Qualifier Field Name | Text | BenefitQualifierFieldName | Field used to determine benefit value |
| Filter Action | Text | FilterAction | Filter logic for rebate type conditions |
| Filter Criteria Text | Text | FilterCriteriaText | Filter definition in JSON format |
| Filter Logic Text | Text | FilterLogicText | Filter criteria options (AND, OR, Custom) |
| Product Filter Type | Text | ProductFilterType | Criteria applied for product filters |
| Accrual Rate | Number | AccrualRate | The accrual rate for the rebate type |
| Accrual Calculation Method | Text | AccrualCalculationMethod | Calculation method for accrual amount |
| Unit of Measure ID | Text | UnitOfMeasureId | Associated unit of measure |
| Validity Duration Number | Number | ValidityDurationNumber | Duration of inventory eligibility |
| Aggregation Criteria Text | Text | AggregationCriteriaText | PoS aggregate criteria in JSON format |
| Last Calc Agg Criteria Date Time | DateTime | LastCalcAggCriteriaDateTime | When aggregation criteria was last calculated |
| Created Date Time | DateTime | CreatedDate | Date and time when the record was created |
| Last Modified Date Time | DateTime | LastModifiedDate | Date and time when the record was last modified |
Cloud Mapping for RebateProgramMember
Use these mappings to store information about members enrolled in rebate programs.
| Data Model Object Field | Field Type | Data Source Object Field | Description |
|---|---|---|---|
| Id | Text | Id | Primary key - unique identifier for the program member |
| Member Name | Text | Name | Name of the program member |
| Rebate Program ID | Text | RebateProgramId | Reference to the parent rebate program |
| Account ID | Text | AccountId | Reference to the member's account |
| Ship To Account ID | Text | ShipToAccountId | Account receiving the benefit |
| Member Status | Text | Status | Status of membership (Active, Inactive) |
| Owner ID | Text | OwnerId | Owner of the member record |
| Last Activation Date | Date | LastActivationDate | Latest date member was activated (day precision) |
| Last Deactivation Date | Date | LastDeactivationDate | Latest date member was deactivated (day precision) |
| Cumulative Payout Amount | Currency | CumulativePayoutAmount | Total rebate amount paid to this member |
| Total Payout Amount | Currency | TotalPayoutAmount | Total payout amount across all periods |
| Total Accrued Amount | Currency | TotalAccruedAmount | Total accrued amount across all periods |
| Is Payout Calc Skipped | Boolean | IsPayoutCalcSkipped | Whether payout calculation is skipped for this member |
| Created Date Time | DateTime | CreatedDate | Date and time when the record was created |
Cloud Mapping for RebateProgram
Use these mappings to store rebate program configuration, including program dates, frequency, and status.
| Data Model Object Field | Field Type | Data Source Object Field | Description |
|---|---|---|---|
| Id | Text | Id | Primary key - unique identifier for the rebate program |
| Program Name | Text | Name | Name of the rebate program |
| Program Reference Number | Text | ProgramReferenceNumber | Reference number assigned to this rebate program |
| Description | Text | Description | Description of the rebate program |
| Start Date | Date | StartDate | Start date of the rebate program (day precision) |
| End Date | Date | EndDate | End date of the rebate program (day precision) |
| Status | Text | Status | Status of the rebate program (for example, Draft, Active, Completed) |
| Type | Text | Type | Type of rebate program (for example, Standard, Ship and Debit) |
| Frequency Text | Text | Frequency | Frequency of the rebate program (Monthly, Quarterly, etc.) |
| Accrual Frequency Text | Text | AccrualFrequency | The frequency at which rebate amounts are accrued |
| Execution Type | Text | ExecutionType | Specifies the execution platform (Standard, Advanced) |
| Grace Period Day Count | Number | GracePeriodDays | Number of days transactions are considered after period end |
| Payout Calculation Day Count | Number | PayoutCalculationDays | Number of days from period end before payment is calculated |
| Owner ID | Text | OwnerId | ID of the user who owns the rebate program |
| Created By ID | Text | CreatedById | ID of the user who created the rebate program |
| Created Date | DateTime | CreatedDate | Date and time when the record was created |
| Last Modified Date | DateTime | LastModifiedDate | Date and time when the record was last modified |
Cloud Mapping for RebateProgramPayoutPeriod
Use these mappings to store payout period definitions and calculation dates.
| Data Model Object Field | Field Type | Data Source Object Field | Description |
|---|---|---|---|
| Id | Text | Id | Primary key - unique identifier for the payout period |
| Period Name | Text | Name | Name of the payout period |
| Rebate Program ID | Text | RebateProgramId | Reference to the parent rebate program |
| Start Date | Date | StartDate | Start date of the payout period (day precision) |
| End Date | Date | EndDate | End date of the payout period (day precision) |
| Status | Text | Status | Status of the payout period |
| Payout Calculation Date | Date | PayoutCalculationDate | Date when payout is calculated (day precision) |
| Transaction Grace Period Date | Date | TransactionGracePeriodDate | Last date for transactions to be included (day precision) |
| Last Calculation Date | Date | LastCalculationDate | Date of the last calculation run (day precision) |
| Created Date | DateTime | CreatedDate | Date and time when the record was created |
| Last Modified Date | DateTime | LastModifiedDate | Date and time when the record was last modified |
Cloud Mapping for ProgramRebateTypeFilter
Use these mappings to store filter criteria for rebate type qualification.
| Data Model Object Field | Field Type | Data Source Object Field | Description |
|---|---|---|---|
| Id | Text | Id | Primary key - unique identifier for the filter |
| Filter Name | Text | Name | Name of the filter |
| Program Rebate Type ID | Text | ProgramRebateTypeId | Reference to the parent rebate type |
| Field Name | Text | FieldName | Name of the field to filter on |
| Operator | Text | Operator | Filter operator (equals, greater than, etc.) |
| Value | Text | Value | Filter value |
| Sequence Number | Number | SequenceNumber | Order of filter evaluation |
| Created Date | DateTime | CreatedDate | Date and time when the record was created |
| Last Modified Date | DateTime | LastModifiedDate | Date and time when the record was last modified |
Cloud Mapping for ProgramRebateTypeBenefit
Use these mappings to store benefit tiers and values for rebate types.
| Data Model Object Field | Field Type | Data Source Object Field | Description |
|---|---|---|---|
| Id | Text | Id | Primary key - unique identifier for the benefit |
| Benefit Name | Text | Name | Name of the benefit tier |
| Program Rebate Type ID | Text | ProgramRebateTypeId | Reference to the parent rebate type |
| Benefit Type | Text | BenefitType | Type of benefit (Percentage, Fixed Amount, etc.) |
| Benefit Value | Number | BenefitValue | Value of the benefit |
| From Value | Number | FromValue | Starting threshold for tier |
| To Value | Number | ToValue | Ending threshold for tier |
| Effective Start Date | Date | EffectiveStartDate | Date benefit becomes effective (day precision) |
| Effective End Date | Date | EffectiveEndDate | Date benefit expires (day precision) |
| Sequence Number | Number | SequenceNumber | Order of tier evaluation |
| Created Date | DateTime | CreatedDate | Date and time when the record was created |
| Last Modified Date | DateTime | LastModifiedDate | Date and time when the record was last modified |
Cloud Mapping for RebateProgramMemberPayout
Use these mappings to store calculated payout amounts for program members by period.
| Data Model Object Field | Field Type | Data Source Object Field | Description |
|---|---|---|---|
| Id | Text | Id | Primary key - unique identifier for the member payout |
| Member Payout Name | Text | Name | Name of the member payout record |
| Member ID | Text | RebateProgramMemberId | Reference to the program member |
| Period ID | Text | RebateProgramPayoutPeriodId | Reference to the payout period |
| Payment ID | Text | RebatePaymentId | Reference to the rebate payment |
| Status | Text | Status | Status of payout (Ready for Approval, Approved, Rejected) |
| Calculation Date | Date | CalculationDate | Date calculation occurred (day precision) |
| Calculated Rebate Amount | Currency | CalculatedRebateAmount | Total calculated rebate amount |
| Accrued Amount | Currency | AccruedAmount | Payout amount accrued by the member |
| Total Calculated Payout Amount | Currency | TotalCalculatedPayoutAmount | Base payout before adjustments |
| Total Approved Adjustment Amount | Currency | TotalApprovedAdjustmentAmount | Summarized approved adjustments |
| Total Rebate Amount | Currency | TotalRebateAmount | Summarized total payout amount |
| Payout Amount | Currency | FinalPayoutAmount | Total payout including adjustments |
| Created By ID | Text | CreatedById | ID of user who created the record |
| Created Date Time | DateTime | CreatedDate | Date and time when the record was created |
Cloud Mapping for ProgramRebateTypePayout
Use these mappings to store aggregate payout amounts by rebate type and period.
| Data Model Object Field | Field Type | Data Source Object Field | Description |
|---|---|---|---|
| Id | Text | Id | Primary key - unique identifier for the type payout |
| Type Payout Name | Text | Name | Name of the type payout record |
| Program Rebate Type ID | Text | ProgramRebateTypeId | Reference to the rebate type |
| Payout Period ID | Text | RebateProgramPayoutPeriodId | Reference to the payout period |
| Status | Text | Status | Status of the type payout |
| Rebate Amount | Currency | RebateAmount | Total rebate amount for the type |
| Accrued Amount | Currency | AccruedAmount | Total accrued amount for the type |
| Calculated Payout Amount | Currency | CalculatedPayoutAmount | Calculated payout before adjustments |
| Total Payout Amount | Currency | TotalPayoutAmount | Total payout including adjustments |
| Total Rate Adjusted Amount | Currency | TotalRateAdjustedAmount | Total rate adjustment amount |
| Total Prior Period Adj Amount | Currency | TotalPriorPeriodAdjAmount | Total prior period adjustment amount |
| Created Date | DateTime | CreatedDate | Date and time when the record was created |
| Last Modified Date | DateTime | LastModifiedDate | Date and time when the record was last modified |
Cloud Mapping for ProgramRebateTypPayoutSrc
Use these mappings to track payout source details by rebate type, member, and period.
| Data Model Object Field | Field Type | Data Source Object Field | Description |
|---|---|---|---|
| Id | Text | Id | Primary key - unique identifier for the payout source |
| Payout Source Name | Text | Name | Name of the payout source record |
| Program Rebate Type ID | Text | ProgramRebateTypeId | Reference to the rebate type |
| Program Member ID | Text | RebateProgramMemberId | Reference to the program member |
| Payout Period ID | Text | RebateProgramPayoutPeriodId | Reference to the payout period |
| Rebate Amount | Currency | RebateAmount | Rebate amount for this source |
| Accrued Amount | Currency | AccruedAmount | Accrued amount for this source |
| Payout Amount | Currency | PayoutAmount | Payout amount for this source |
| Rate Adjusted Amount | Currency | RateAdjustedAmount | Rate adjustment amount |
| Prior Period Adjusted Amount | Currency | PriorPeriodAdjustedAmount | Prior period adjustment amount |
| Created Date | DateTime | CreatedDate | Date and time when the record was created |
| Last Modified Date | DateTime | LastModifiedDate | Date and time when the record was last modified |
Cloud Mapping for RebatePrgmMbrPayoutAdjustment
Use these mappings to store manual adjustments applied to member payouts.
| Data Model Object Field | Field Type | Data Source Object Field | Description |
|---|---|---|---|
| Id | Text | Id | Primary key - unique identifier for the adjustment |
| Adjustment Name | Text | Name | Name of the adjustment record |
| Member Payout ID | Text | RebateProgramMemberPayoutId | Reference to the member payout |
| Adjustment Type | Text | Type | Type of adjustment (Increase, Decrease) |
| Adjustment Amount | Currency | AdjustmentAmount | Amount of the adjustment |
| Adjustment Reason | Text | Reason | Reason for the adjustment |
| Status | Text | Status | Status of the adjustment (Pending, Approved, Rejected) |
| Approved By ID | Text | ApprovedById | ID of user who approved the adjustment |
| Approved Date | Date | ApprovedDate | Date adjustment was approved (day precision) |
| Created Date | DateTime | CreatedDate | Date and time when the record was created |
| Last Modified Date | DateTime | LastModifiedDate | Date and time when the record was last modified |
Cloud Mapping for RebatePayment
Use these mappings to store actual payment transactions issued to members.
| Data Model Object Field | Field Type | Data Source Object Field | Description |
|---|---|---|---|
| Id | Text | Id | Primary key - unique identifier for the payment |
| Payment Name | Text | Name | Name of the payment record |
| Payment Number | Text | PaymentNumber | Payment reference number |
| Member Payout ID | Text | RebateProgramMemberPayoutId | Reference to the member payout |
| Payment Method | Text | PaymentMethod | Method of payment (Check, ACH, Wire Transfer) |
| Payment Status | Text | Status | Status of the payment (Issued, Cleared, Cancelled) |
| Amount | Currency | Amount | Payment amount |
| Payment Date | Date | PaymentDate | Date payment was issued (day precision) |
| Check Number | Text | CheckNumber | Check number if applicable |
| Transaction ID | Text | TransactionId | External payment transaction ID |
| Created Date | DateTime | CreatedDate | Date and time when the record was created |
| Last Modified Date | DateTime | LastModifiedDate | Date and time when the record was last modified |
Cloud Mapping for PgmRebateTypBnftMapping
Use these mappings to store mappings between aggregate fields and benefit qualifiers.
| Data Model Object Field | Field Type | Data Source Object Field | Description |
|---|---|---|---|
| Id | Text | Id | Primary key - unique identifier for the mapping |
| Mapping Name | Text | Name | Name of the benefit mapping |
| Program Rebate Type ID | Text | ProgramRebateTypeId | Reference to the rebate type |
| Aggregate Field Name | Text | AggregateFieldName | Field in aggregate object |
| Rebate Type Benefit Field | Text | RebateTypeBenefitField | Field in benefit definition |
| Sequence Number | Number | SequenceNumber | Order of mapping evaluation |
| Created Date | DateTime | CreatedDate | Date and time when the record was created |
| Last Modified Date | DateTime | LastModifiedDate | Date and time when the record was last modified |
Cloud Mapping for RebateMemberProductAggregate
Use these mappings to store aggregated transaction data by member and product.
| Data Model Object Field | Field Type | Data Source Object Field | Description |
|---|---|---|---|
| Id | Text | Id | Primary key - unique identifier for the aggregate |
| Aggregate Name | Text | Name | Name of the aggregate record |
| Program Member ID | Text | RebateProgramMemberId | Reference to the program member |
| Product ID | Text | ProductId | Reference to the product |
| Aggregation Period | Text | AggregationPeriod | Period of aggregation |
| Total Quantity | Number | TotalQuantity | Total quantity sold |
| Total Transaction Amount | Currency | TotalTransactionAmount | Total transaction value |
| Prior Total Transaction Amount | Currency | PriorTotalTransactionAmount | Prior period transaction value |
| Growth Amount | Currency | GrowthAmount | Growth vs. prior period |
| Growth Percentage | Number | GrowthPercentage | Growth percentage vs. prior period |
| Transaction Count | Number | TransactionCount | Number of transactions |
| Created Date | DateTime | CreatedDate | Date and time when the record was created |
| Last Modified Date | DateTime | LastModifiedDate | Date and time when the record was last modified |
Cloud Mapping for ProgramRebateTypeProduct
Use these mappings to store product associations for rebate types.
| Data Model Object Field | Field Type | Data Source Object Field | Description |
|---|---|---|---|
| Id | Text | Id | Primary key - unique identifier for the product association |
| Association Name | Text | Name | Name of the product association |
| Program Rebate Type ID | Text | ProgramRebateTypeId | Reference to the rebate type |
| Product ID | Text | ProductId | Reference to the product |
| Product Category | Text | ProductCategory | Category of the product |
| Is Included | Boolean | IsIncluded | Whether product is included or excluded |
| Effective Start Date | Date | EffectiveStartDate | Date association becomes effective |
| Effective End Date | Date | EffectiveEndDate | Date association expires |
| Created Date | DateTime | CreatedDate | Date and time when the record was created |
| Last Modified Date | DateTime | LastModifiedDate | Date and time when the record was last modified |
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