Rebate Management users include admins, rebate program managers, partner users, key
account managers, and the finance team. Admins set up and configure features. Rebate program
managers design the rebate programs and their incentives based on requirements provided by sales
and finance. Partner users are beneficiaries of rebate programs and enroll in programs to
maximize their profits by gaining the best incentives. Key account managers craft incentives for
their accounts within the sales process to increase revenue. The finance team tracks payments
and approvals of payments and incentives, helps with audits, and maintains the book of
business.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions
that have Rebate Management. |
Admins
- Apply integration techniques either to import transaction data from external systems into a
custom object in the Salesforce org or to directly populate Transaction Journal records.
- Set up org configurations, such as approval processes, and grant partners access to view
program and payout details in the Experience Cloud site.
- Consult sales executives and rebate program managers and customize workflows for rebate
payout calculations. Workflows include Data Processing Engine definitions, flows, Business
Rules Engine expression sets, and Batch Management jobs.
- Configure objects, edit page layouts, and design automated processes to enhance the
experience of account managers and partners.
Rebate Program Managers
- Design rebate programs and enroll members.
- Define eligibility criteria, benefit thresholds, and calculation parameters for multiple
rebate types.
- Track account data to offer rebates based on purchase patterns.
- Consult finance teams and adjust rebate payout calculations, and track real-time updates for
payouts.
Partner Users
- Maintain and submit rebate claims and invoices through the Experience Cloud site if
necessary.
- Align with rebate terms to unlock higher benefits for higher quantity or revenue
targets.
- View and track payout amounts on the Experience Cloud site and gain insights on how to
increase rebate amounts over time.
Key Account Managers
- Track partner compliance with sales agreements, monitor account forecasts, and propose
incentives.
- Identify high-performing and low-performing products, territories, and industry segments and
create requirements for crafting partner-specific programs and incentives.
- Track rebate payouts and threshold attainments and consult partners to maximize incentive
payouts.
Finance
- Review and approve rebate programs.
- Review and approve calculated amounts for accruals and payouts.
- Adjust and edit rebate payouts.
