Convert retail delivery reports into Transaction Journal records to consolidate the list
of all vehicle, part, and accessory sales in your company. For each asset that a dealer sells,
you can track key details about the transaction, such as the asset identifier, quantity, date of
delivery, and other participating dealer accounts. These Transaction Journal records can power
CRM Analytics to help you analyze dealer performance and retail sales. You can also initiate
other business processes to determine the dealer’s eligibility for sale-based incentives. You
can use Rebate Management to manage the end-to-end incentive lifecycle.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions. |
To populate transaction records in journals for downstream rebate calculations or other
reporting purposes, choose a method:
Convert Rebate Claim records into Transaction Journal records
Capture
retail delivery reporting with Rebate Claim records in your Salesforce org and convert these
records into Transaction Journal records with Data Processing Engine. To convert rebate
claims into transaction journal records, clone and customize the predefined Insert Orders
Into Journals data processing engine (DPE) definition. Change the data source from Order to
Rebate Claim in the definition and then select the required fields in applicable nodes. To
periodically transfer records from Rebate Claim to Transaction Journal, schedule a flow at
regular intervals to run the DPE definition.
Populate Transaction Journal records by using claims from
dealers
Dealers can share proof-of-sale documents as CSV files and you can use the
ProcessCSV Flow action to either transfer the records to a custom object or directly to the
Transaction Journal.
Transfer data from external systems
If the proof-of-sales is stored
outside your org, such as Enterprise Resource Planning (ERP) solutions or dealer management
systems, use integration techniques to transfer data to the Transaction Journal object. You
can use Bulk API or Data Loader to transfer the data.
