Use Approval Process to automate the process of approving accrual-related records for program members. An approval process automates how records are approved in Salesforce.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled. |
| User Permissions Needed |
| To set up approvals: |
System Administrator |
| To set up Rebate and Accrual Management Advanced: |
Rebate and Accrual Management Advanced Admin permission set |
You can set up an approval process for these use cases.
| Use Case |
Object |
| To enroll members in a rebate program |
Rebate Program Member |
| To activate a rebate program |
Rebate Program |
With approval processes, you can ensure that supervisors and executives have tighter control over rebate processes because the financial implications are significant.
