Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
Channel Revenue Management
Add a Single Member

You are here:

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

Add a Single Member

Add one account at a time to a rebate program and specify member details.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled.
User Permissions Needed
To add a member to a program Rebate and Accrual Management Advanced Admin permission set
  1. On a Rebate Program record, click Add Member on the Members related list of the Related tab. Or, from App Launcher, enter Rebate Program Members, and then select Rebate Program Members.
  2. Provide the following details.
    • Account: Search and select the account to be enrolled as a member of the rebate program.
    • Member Status: Select a status for the member being enrolled.
    • Name: Enter an alias for the account. If you don't enter a name, the account name is used as the member's name.
  3. Click Save.
 
Loading
Salesforce Help | Article