Assign Permission Sets for Stock Rotation Incentive

Give your admins and users access to Stock Rotation by assigning the appropriate permission set licenses and permission sets. With these permissions, users can access Stock Rotation features and objects such as Stock Rotation Executions, Stock Rotation Execution Line Items, and Rebate Claims.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Stock Rotation enabled.
License Permission Set Who Needs It?
StockRotationIncentivesUserAddOn Stock Rotation Admin User Stock Rotation Program Manager who create stock rotation incentive programs, process claims, and apply adjustments.
Stock Rotation Claim Analyst User Stock Rotation claim analysts who view and process stock rotation claims.
StockRotationExperienceCloudAddOn Stock Rotation Experience Cloud User Partner users who use the Experience Cloud site to upload stock rotation incentive claims and proof of scrap documents and view claim amounts and program details.
ChannelRevManagementReadOnlyUserAddOn -
  • Stock Rotation Incentives (PLD) - StockRotation Org Perm
  • Data Processing Engine (PLD)
  1. From Setup, in the Quick Find box, enter Users, and then select Users.
  2. Select the user you want to assign the permission set license to.
  3. In the Permission Set License Assignments related list, select Edit Assignments.
  4. Enable the Stock Rotation permission set license, and click Save.
  5. In the Permission Set Assignments section, click Edit Assignments, and add the appropriate permission set, such as Stock Rotation Admin User.