---
schema_version: "1"
id: e4fffe9564a38b69181a80c24cf37465f4003a787bf493fe80a016d35933b228
title: Capabilities of Rebate Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/admin_rebates_capabilities.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.admin_rebates_capabilities.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: aa813692f4eea1706261d2955a09e4dbb6351bf3e0d4e23271521dcdf840995b
description: Use Rebate Management to manage incentives for your partners and distributors. Create rebate programs and specify the type of rebate, eligibility rules, and benefit structure. Set up and configure flow actions, batch jobs, and data processing engines. Engage with your partners by using Experience Cloud.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# Capabilities of Rebate Management

Use Rebate Management to manage incentives for your partners and distributors. Create rebate programs and specify the type of rebate, eligibility rules, and benefit structure. Set up and configure flow actions, batch jobs, and data processing engines. Engage with your partners by using Experience Cloud.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions that have Rebate Management enabled.</td></tr></tbody></table>

## Learn and Explore

Watch this video to understand the capabilities of Rebate Management.

If you aren’t able to watch the view in full screen, open the video on a new tab: [![Watch video](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-channel_revenue_mgmt-264-0-0-production-enus/0afcbbd8-b325-4d62-baa1-63243d1c10aa/resources-global/_corporate/images/play_btn.png) Get Started with Rebate Management](https://play.vidyard.com/t9w47bheFrXqT3bV6jH9pZ).

## Key Features

You can manage these business operations with Rebate Management:

- Get your transactions, such as invoices and claims from external systems, or Salesforce orders, into the configurable rebate calculation engine.
- Create rebate programs and specify the type of rebate, eligibility rules, and benefit structure, including thresholds.
- Define the rebate calculation criteria for volume, growth, and revenue rebates based on an amount per unit, a percent of revenue, or a fixed amount.
- Get insights into the purchase behaviors of partners by aggregating the transactions by member, product, or custom criteria.
- Craft the correct incentive within your sales or quote processes by accessing the applicable or eligible rebates for an account.
- Calculate payouts as and when transactions are received to get up-to-date accrual information in real time and at the end of a period to get the final payout details.
- Involve stakeholders in the review of payout amounts by running internal approval processes.
- Audit and adjust payout amounts to rectify errors and eliminate incentive overpayments.
- Extend and customize the logic of predefined processing templates for flow actions, batch jobs, and data processing engines.

If your org uses Experience Cloud and CRM Analytics, you can perform these tasks also:

- Set up an Experience Cloud portal for your partners so that they can submit claims and invoices and review program and payout information.
- Analyze program performance with predefined CRM Analytics dashboards and identify the most profitable rebate programs.

#### See Also

- [Trailhead: Rebate Management Basics](https://trailhead.salesforce.com/content/learn/modules/rebate-management-basics)
- [Trailhead: Data Processing Engine in Rebate Management](https://trailhead.salesforce.com/content/learn/modules/data-processing-engine-in-rebate-management)
- [Trailhead: Unified Sales and Rebate Management Processes](https://trailhead.salesforce.com/content/learn/modules/unified-sales-and-rebate-management-processes)
- [Rebate Management Workflow](https://help.salesforce.com/s/articleView?id=xcloud.admin_rebates_workflow.htm&release=264.0.0&type=5 "Before you implement or use Rebate Management, understand the end-to-end workflow and the key decisions involved in each step.")