After activating your screen flow, add the Program Rebate Types Panel to your record page to allow users to view and apply incentives.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate Management enabled. |
- From the App Launcher, find and select your target object (e.g., Sales Agreement). Click a record name from the list view.
- Click Setup, and select Edit Page.
- Drag the Program Rebate Types Panel component to the desired section on the page.
-
In the component properties pane, configure the Flow settings:
- Flow: Select the active screen flow you created (e.g., Add Rebates to Sales Agreement).
- Eligible Program Rebate Types Variable: Select the collection
variable from your flow (e.g.,
SelectedRebateTypes). - Record Variable: Select the single record variable from your
flow (e.g.,
CurrentRecord).
- Select the Show eligible rebate types and Show applied rebate types checkboxes to enable both tabs in the UI.
- Optionally, drag the Program Rebate Types Tab component to a wider section of the page for an expanded view of applied benefits.
- Click Save and then Activate.