Use Approval Process to automate the process of approving rebate payout amounts 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 Management enabled. |
| User Permissions Needed | |
|---|---|
| To set up approvals: | System Administrator |
| To set up Rebate Management: | Rebate Management 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 |
| To approve member payout amounts | Rebate Program Member Payout |
| To adjust rebate payout amounts | Rebate Payout Adjustment |
With approval processes, you can ensure that supervisors and executives have tighter control over rebate processes because the financial implications are significant.