Track rebate payout progress and resolve issues efficiently. View total payouts by
program and period, see splits by rebate type, and identify aggregates where payouts weren’t
generated due to configuration or data issues. Drill into specific periods and payout sources
for traceability, and review aggregates to ensure claim accuracy.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited
Editions with the Agentforce for Manufacturing add-on license or included in
Agentforce 1 Manufacturing and Agentforce 1 Automotive Editions. Requires each user to
have the Agentforce for Manufacturing add-on to access the action. |
- Set Up Agentforce for Channel Revenue Management
Set up and configure features to use agent force for Channel Revenue Management. Before you create an agent using this agent template, make sure to set up Data Cloud.
- Agent Topic: Rebate Payout Insight
Rebate administrators can use the Rebate Payout Insight agent topic to summarize rebate payouts, provide traceability for aggregates, and review payout details for program members. This agent ensures accurate tracking of rebate program activities without performing any direct updates to rebate-related records.
