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Refine Rebates and Incentives with Benefit Mappings

Use benefit mappings to create benefits for a rebate program that vary by additional criteria such as product category, partner territory, member enrollment status, and industry segment. For example, a volume-based rebate type can have benefits in which the rebate amount varies by product category for the same benefit tier.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate Management enabled.
User Permissions Needed
To create custom objects and fields: System Administrator
To set up Rebate Management: Rebate Management Admin permission set

To create a benefit mapping, Salesforce recommends that the admin first creates similar custom fields on the Program Rebate Type Benefit and Rebate Member Product Aggregate objects.

Note
Note If you’re using a custom aggregate object instead of the default Rebate Member Product Aggregate object, create the custom field on that object.

The rebate program manager then maps the two similar fields in the Program Rebate Type Benefit Mapping object.

Example
Example

A company wants to differentiate the benefits of a volume-based rebate type by product category. The admin must create a Product Category custom field on both the Program Rebate Type Benefit and Rebate Member Product Aggregate objects.

Object Field Data Type Objective
Program Rebate Type Benefit Product Category Lookup The program manager can apply the benefits not only for particular volume thresholds, but also for the product category criterion.
Rebate Member Product Aggregate Product Category Lookup While settling payouts, program managers can view the information on product categories sold by a specific member for a specific payout period.

The program manager can then map the fields in the Rebate Type Benefit Mapping object by defining these fields.

  • Aggregate Field: Product Category
  • Benefit Field: Product Category

To capture product category information, the program manager can define benefit tiers as shown here.

Benefit Tier Minimum Value Maximum Value Benefit Value Product Category
Tier 1 101 500 $3 per unit Hammers
Tier 2 501 Leave it blank $8 per unit Hammers
Tier 3 101 500 $5 per unit Compactors
Tier 4 501 Leave it blank $10 per unit Compactors

See Also