---
schema_version: "1"
id: 8101057239f0ab425d578bac5b57904041ca7ec0f2c5b405a94e4c6a81a77328
title: Predefined Flow Actions with 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_flow_actions.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.admin_rebates_flow_actions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cd69d856ecb832bd3e25531c38dfe2617f77ea530ae94e0e3acaae1c406602f2
description: Use flows to automate the processes of calculating rebates for members during a payout period. The members must be active and enrolled in an active rebate program. The rebate types and associated benefits must also be active. Admins can use predefined flow actions to extend the flow templates available with Rebate Management, or while creating a flow from scratch. Find the required flow actions in the Rebates category in Flow Builder.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# Predefined Flow Actions with Rebate Management

Use flows to automate the processes of calculating rebates for members during a payout period. The members must be active and enrolled in an active rebate program. The rebate types and associated benefits must also be active. Admins can use predefined flow actions to extend the flow templates available with Rebate Management, or while creating a flow from scratch. Find the required flow actions in the Rebates category in Flow Builder.

### 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>

![All predefined flow actions for the Rebates category in Flow Builder.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-channel_revenue_mgmt-264-0-0-production-enus/0afcbbd8-b325-4d62-baa1-63243d1c10aa/channel_revenue_mgmt/images/predefined_flow_actions_with_rebate_management.png)

These predefined Flow actions are provided with Rebate Management.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d32959e72">Action</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d32959e75">Purpose</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d32959e78">Invocable Action</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e72 ">Get Benefit and Calculate Rebate Amount</td>

          <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e75 ">
            <p>Gets the benefit details for a rebate type and calculates the rebate amount for a
              member if an input variable is specified for the aggregate record.</p>
            <p style="margin-bottom:0;">Optionally, enable the Skip Payout Calculation variable to skip payout calculations
              for specific member records.</p>
          </td>

          <td data-label="Invocable Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e78 ">
            <a href="https://developer.salesforce.com/docs/atlas.en-us.rebates_api_devguide.meta/rebates_api_devguide/rebate_actions_get_benefit_and_cal_rebate_amt.htm" target="_blank">Get Benefit and Calculate Rebate
              Amount</a>
          </td>

        </tr>
        <tr class="">
          <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e72 ">Upsert Custom Rebate Payout</td>

          <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e75 ">
            <p>Creates or updates the custom calculated rebate amount into payout source records
              for the specified aggregate record, benefit record, and rebate amount.</p>
            <p style="margin-bottom:0;">Optionally, enable the Accrual Rate and Accrued Amount variables to calculate
              accruals.</p>
          </td>

          <td data-label="Invocable Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e78 ">
            <a href="https://developer.salesforce.com/docs/atlas.en-us.rebates_api_devguide.meta/rebates_api_devguide/rebate_actions_upsert_custom_rebate_payout.htm" target="_blank">Upsert Custom Rebate Payout</a>
          </td>

        </tr>
        <tr class="">
          <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e72 ">Calculate Rebate Amount and Upsert Payout</td>

          <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e75 ">
            <p>Calculates the rebate amount based on the benefit structure, and creates or updates
              the rebate payout source records for the specified aggregate record. </p>
            <p style="margin-bottom:0;">This action is part of the Calculate Rebate Amount flow.</p>
          </td>

          <td data-label="Invocable Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e78 ">
            <a href="https://developer.salesforce.com/docs/atlas.en-us.rebates_api_devguide.meta/rebates_api_devguide/rebate_actions_cal_rebate_amt_and_upsert_payout.htm" target="_blank">Calculate Rebate Amount and Upsert
              Payout</a>
          </td>

        </tr>
        <tr class="">
          <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e72 ">Add Rebate Member List</td>

          <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e75 ">
            <p>Adds a list view of Account records as members in a rebate program.</p>
            <p style="margin-bottom:0;">Users trigger this action when they click <strong class="uicontrol">Add Member List</strong> in
              the Members related list of a Rebate Program record.</p>
          </td>

          <td data-label="Invocable Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e78 ">
            <a href="https://developer.salesforce.com/docs/atlas.en-us.rebates_api_devguide.meta/rebates_api_devguide/rebate_actions_add_rebate_member_list.htm" target="_blank">Add Rebate Member List</a>
          </td>

        </tr>
        <tr class="">
          <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e72 ">Generate Rebate Payout Periods</td>

          <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e75 ">
            <p>Generates payout periods for a rebate program based on the frequency specified in
              the program. </p>
            <p style="margin-bottom:0;">Users trigger this action when they click <strong class="uicontrol">Generate Payout
                Periods</strong> in a rebate program record.</p>
          </td>

          <td data-label="Invocable Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e78 ">
            <a href="https://developer.salesforce.com/docs/atlas.en-us.rebates_api_devguide.meta/rebates_api_devguide/rebate_actions_generate_rebate_payout_periods.htm" target="_blank">Generate Rebate Payout Periods</a>
          </td>

        </tr>
        <tr class="">
          <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e72 ">Process Rebates Batch Calculation Job</td>

          <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e75 ">
            <p>Triggers a Data Processing Engine definition with process type Rebates. This action
              takes a Data Processing Engine Definition ID as input, and optionally takes as input
              a list of rebate programs, payout periods, rebate types, and rebate program members.
              Internally, all the eligibility filters across the matched rebate types are also
              passed as system parameters.</p>
            <p style="margin-bottom:0;">In case the optional inputs aren’t defined, the action triggers the Data Processing
              Engine definition for all active rebate types and related program, members, and
              periods that are associated with the Data Processing Engine definition.</p>
          </td>

          <td data-label="Invocable Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e78 ">
            <a href="https://developer.salesforce.com/docs/atlas.en-us.rebates_api_devguide.meta/rebates_api_devguide/rebate_actions_process_rebates_batch_calc_job.htm" target="_blank">Process Rebates Batch Calculation Job</a>
          </td>

        </tr>
        <tr class="">
          <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e72 ">Get Eligible Program Rebate Types</td>

          <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e75 ">Gets the eligible program rebate types for an eligible object record.</td>

          <td data-label="Invocable Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e78 ">
            <a href="https://developer.salesforce.com/docs/atlas.en-us.rebates_api_devguide.meta/rebates_api_devguide/actions_obj_get_eligible_rebates.htm" target="_blank">Get Eligible Program Rebate Types</a>
          </td>

        </tr>
        <tr class="">
          <td data-label="Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e72 ">Calculate Projected Rebate Amount</td>

          <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e75 ">Calculates the projected rebate amount for rebate types associated with a
            transaction object ID such as an order, opportunity, quote, or invoice.</td>

          <td data-label="Invocable Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d32959e78 ">
            <a href="https://developer.salesforce.com/docs/atlas.en-us.rebates_api_devguide.meta/rebates_api_devguide/actions_obj_calc_projected_rebate_amt.htm" target="_blank">Calculate Projected Rebate Amount</a>
          </td>

        </tr>
      </tbody>
    </table>

- **[Configure the Output Parameter for the Get Eligible Program Rebate Types Flow Action in Flow Builder](https://help.salesforce.com/s/articleView?id=xcloud.admin_rebates_add_output_variable.htm&release=264.0.0&type=5)**  
    The Get Eligible Rebate Types flow action has two output parameters, Resultant Rebate Types for API and Resultant Rebate Types for Flow. Use the Resultant Rebate Types for API parameter for API calls and the Resultant Rebate Types for Flow parameter when creating a flow with the GetEligibleRebateTypes invocable action.