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Clone a Rebate Program and Rebate Types
Use the Clone and Clone with Related actions on Rebate Program and Program Rebate Type records to copy a record along with their related records.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate Management enabled. |
| User Permissions Needed | |
|---|---|
| To clone a rebate program | Rebate Management Admin permission set |
- From App Launcher search, enter Rebate Programs or Rebate Type, and then select Rebate Programs or Rebate Type.
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From the Quick Actions Menu, select one of these fields and values.
Object Clone Clone with Related Rebate Program Copy the Rebate Program record. Copy the Rebate Program record with the option to copy the following related records:
- Program Rebate Type
- Program Rebate Type Filter
- Program Rebate Type Benefit
- Program Rebate Type Benefit Mapping
- Rebate Program Payout Period
Rebate Type Copy the Program Rebate Type record. Copy the Program Rebate Type record with the option to copy the following related records:
- Program Rebate Type Benefit
- Program Rebate Type Benefit Mapping
- Program Rebate Type Filter
- Update other details as required, and click Save.
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