---
schema_version: "1"
id: 6b5e5d63a180e98e119998a9b7b68a7b01811c4f9fa298ce58901debaa47e713
title: Refine Rebates and Incentives with Benefit Mappings
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/admin_rebates_refine_rebates_and_incentives.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.admin_rebates_refine_rebates_and_incentives.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 104bc228de2e63bdd9789ca4871914f058386b838daa6ae794b0e4696f08f5a6
description: 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.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# 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

<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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
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          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d30010e64">User Permissions Needed</th>
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          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d30010e64 ">To create custom objects and fields:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d30010e64 ">System Administrator</td>

        </tr>
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          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d30010e64 ">To set up Rebate Management:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d30010e64 ">Rebate Management Admin permission set</td>

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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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-channel_revenue_mgmt-264-0-0-production-enus/0afcbbd8-b325-4d62-baa1-63243d1c10aa/images/icon_note.png)

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-channel_revenue_mgmt-264-0-0-production-enus/0afcbbd8-b325-4d62-baa1-63243d1c10aa/images/icon_example.png)

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

- [Add Mappings to Vary Benefits by Criteria](https://help.salesforce.com/s/articleView?id=xcloud.user_rebates_create_benefit_mapping.htm&release=264.0.0&type=5 "Create qualifying criteria for your benefits to differentiate them by product category, region, and other business-specific dimensions. To introduce the criteria into the benefit structure, map similar fields in the Program Rebate Type Benefit and the Rebate Member Product Aggregate objects.")
- [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.")