Learn about the key roles to set up and execute Stock Rotation Incentive.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions
that have Stock Rotation enabled. |
| ROle |
Description |
| Salesforce Administrator |
Handles technical provisioning, including assigning permission sets (Admin vs.
Claimant), platform licenses, and configuring DPE jobs. |
| Stock Rotation Program Manager |
- Configures the end-to-end setup, including enabling org-level
preferences, defining rebate programs, and mapping expression sets for automated
calculation.
- Create, update, and manage stock rotation executions, rebate programs,
and partner claims.
- Define and allocate specific funds to partner accounts. Monitor
program health and track eligible quantities to ensure budget compliance.
- Review partner-submitted quantities, simulate payout amounts, and
generate final rebate claims for return or scrap requests.
|
| Stock Rotation Claim Analyst |
Simulates payout amounts and generates rebate claims for partner return or scrap
requests. Reviews Stock Rotation Executions and Line Items, creates and updates Rebate
Claims and Claim Adjustments, and ensures claims are accurate before payout. This role
uses the Claim Analyst PSL. |
| Partner (Distributor/Retailer) |
Identifies unsold inventory, submits quantities for rotation, and tracks the
status of return or scrap claims via the execution console. |
| Channel Inventory Manager |
Ensures accurate tracking of Partner Unsold Inventory (PUI) and handles inventory
reconciliation to resolve warnings before claim generation. |
| Stock Rotation Read Only User |
Has read access to all the objects involved in Stock Rotation. |
