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Get Help for Salesforce Rebate Management
Rebate Management gives businesses complete control on their rebate’s lifecycle to reward their partners when their partners meet an agreed-upon sales target. Manufacturers give rebates to partners to build deeper loyalty and drive the desired channel purchasing behavior. Use Rebate Management to create rebate programs and define an incentive structure with benefits and corresponding qualification thresholds.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate Management enabled |
Note Rebate Management, which was previously a standalone solution, is now available to be used
along with the new Channel Revenue Management features. Channel Revenue Management features
help businesses drive channel sales with incentives, elevate channel partner engagement, and
track channel inventory. For new implementations, contact your Salesforce account executive.
For existing implementations, users can continue to use Rebate Management without any impact
to their day-to-day experience.
Important Usage of Rebate Management with the Channel Revenue Management add on
impacts your credit consumption. See Channel Revenue Management Billable Usage Types.
- Get Started with Rebate Management
Use Rebate Management to give monetary incentives to partners who meet an agreed-upon sales target and inspire deeper loyalty and drive the desired channel purchasing behavior. Explore a trial org and then learn about what’s included, what setup we recommend, and how to get ready for your implementation. - Learn About Rebate Management
Review the features of Rebate Management. See the overall workflow for program management and payout calculation. Explore the data model for Rebate Management. - 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. - Manage Payout Calculations in Rebate Management
Aggregate transactions, transform orders, calculate rebate payouts, and perform other data processing operations by using Data Processing Engine (DPE). Automate the rebate payout calculation and processing by using flows. Process a large number of records in manageable chunks by using Batch Management. Clone and use the DPE templates, flow templates, and preconfigured batch jobs as-is, or extend them to meet your business needs. - Create and Manage Rebate Programs
Create a rebate program to reward your partners when they attain specific sales targets. Enroll program members and create payout periods. Set up rebate types within a rebate program. Add benefits, additional benefit criteria, and eligibility rules for rebate types. Track transactions and aggregated payout data for members. - Capture Rebate Claims and Proof-of-Sale Documents in Experience Cloud
Partners can upload rebate claims and invoices through the Experience Cloud site. Admins convert these documents into Transaction Journal records to use for rebate payout processing and calculation. Partners can also view rebate information such as the programs they’re enrolled in. - Track and Adjust Rebate Payouts
View the payout details for rebate program members in a single snapshot. Track these details at any point in time, and also when they’re finalized. Recalculate payouts if necessary. Adjust payouts as required and submit them for approval. - Manage Rebates and Incentives Within Sales Processes
Craft better deals and make the right incentive decisions within your existing sales and Configure, Price, Quote (CPQ) processes. Account managers, sales teams, dealers, distributors, and rebate managers can better visualize an account’s rebate attainment, view projected rebate amounts on transactions, make informed decisions, and better negotiate deals. They can view rebates an account is earning from in the context of a sales transaction, or select eligible rebate types and add them to the transaction. All applicable incentives are visible in the context of the transaction be it a Quote, Opportunity, Order, Sales Agreement, Contract, or any other transaction. - Deploy and Use Rebate Analytics
Rebate Analytics dashboards give you actionable insights that help you improve your programs and increase product sales. The embedded dashboards give you immediate insights into incentives for your orders, sales agreement products, and rebate programs from Salesforce pages you use everyday. The Einstein Discovery for Rebate Management app lets you predict rebate-driven sales, identify high-potential accounts to add to rebate programs, and recommend top rebate programs to your customers. - Extend Rebate Management with Prebuilt Apps
Use prebuilt apps for Rebate Management to get started with your implementation. These apps include custom metadata, permission sets, Data Processing Engine templates, flow templates, and more. While you can easily access these apps using the Manufacturing Cloud learning trial org, the apps can be extended for other industry-specific implementations using Rebate Management. - Actionable Relationship Center in Rebate Management
Get insights into rebate relationships using two prebuilt templates in the Actionable Relationship Center (ARC). Start from transaction journals with the Rebate Payouts Overview, or from member payouts with the Payout Explainability Overview, and track how each transaction and aggregate contributes to total payouts. ARC graphs are fully visible only when aggregate items are generated for a particular payout. Without these items, the graphs provide an incomplete view. Gain a clear understanding of the underlying data dependencies and the connections that drive overall rebate outcomes. - Considerations and Limitations for Rebate Management
Review these considerations and limitations before you start working with Rebate Management.
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