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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.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate Management enabled |
- Capabilities of Rebate Management
Use Rebate Management to manage incentives for your partners and distributors. Create rebate programs and specify the type of rebate, eligibility rules, and benefit structure. Set up and configure flow actions, batch jobs, and data processing engines. Engage with your partners by using Experience Cloud. - Get Your Own Trial Org for Rebate Management
Get hands-on experience with Rebate Management features through proof-of-concept and guided self-exploration for 30 days via a trial org. - Who Can Use Rebate Management?
Companies requiring end-to-end incentive management solutions for their partners, dealers, or distributors, companies selling through indirect channels, and companies benefiting from rebate programs and incentives can use Rebate Management. You can implement Rebate Management for not just the manufacturing industry, but also the automotive, consumer goods and retail, hi-tech, med-device sales, and other industries. - Rebate Management Workflow
Before you implement or use Rebate Management, understand the end-to-end workflow and the key decisions involved in each step. - Checklist to Run a Rebate Program
Review the high-level procedure to configure, create, and manage a standard rebate program. Use the predefined Rebate Orchestration flow to run an end-to-end rebate calculation process. - Rebate Configuration Checks
A configuration check reviews whether a rebate program is set up correctly. A check on a Program Rebate Type record identifies common issues, including missing benefits, date mismatches, payout period gaps, mapping issues, and invalid eligibility fields. The check runs before program execution to catch setup errors early and ensure accurate calculations and payouts. - Rebate Management Data Model
Learn about the objects in the Rebate Management data model. - Key Roles in Rebate Management
Rebate Management users include admins, rebate program managers, partner users, key account managers, and the finance team. Admins set up and configure features. Rebate program managers design the rebate programs and their incentives based on requirements provided by sales and finance. Partner users are beneficiaries of rebate programs and enroll in programs to maximize their profits by gaining the best incentives. Key account managers craft incentives for their accounts within the sales process to increase revenue. The finance team tracks payments and approvals of payments and incentives, helps with audits, and maintains the book of business. - Key Terms in Rebate Management
Review the list of key terms in the Rebate Management with definitions and examples.
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