---
schema_version: "1"
id: 24e28ebd473e9f1656fdd15c34fa2d559002a6aa2300ac8960e361ae463f0d52
title: Key Roles in Stock Rotation Incentive
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/chrm_stock_rotation_key_roles.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.chrm_stock_rotation_key_roles.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 569a62a39bea54e9acbff41671b648fead14b14f443b0051fc7c0b497853e6f7
description: Learn about the key roles to set up and execute Stock Rotation Incentive.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# Key Roles in Stock Rotation Incentive

Learn about the key roles to set up and execute Stock Rotation Incentive.

### 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 Stock Rotation enabled.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d35357e61">ROle</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d35357e64">Description</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="ROle" class="slds-cell-wrap" style="vertical-align:top;" headers="d35357e61 ">Salesforce Administrator</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35357e64 ">Handles technical provisioning, including assigning permission sets (Admin vs.
            Claimant), platform licenses, and configuring DPE jobs.</td>

        </tr>
        <tr class="">
          <td data-label="ROle" class="slds-cell-wrap" style="vertical-align:top;" headers="d35357e61 ">Stock Rotation Program Manager </td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35357e64 "><a name="chrm_stock_rotation_key_roles__ul_oqp_vjx_g3c"><!-- --></a>
            <ul id="chrm_stock_rotation_key_roles__ul_oqp_vjx_g3c">
              <li dir="ltr">Configures the end-to-end setup, including enabling org-level
                preferences, defining rebate programs, and mapping expression sets for automated
                calculation.</li>

              <li dir="ltr">Create, update, and manage stock rotation executions, rebate programs,
                and partner claims.</li>

              <li dir="ltr">Define and allocate specific funds to partner accounts. Monitor
                program health and track eligible quantities to ensure budget compliance.</li>

              <li dir="ltr">Review partner-submitted quantities, simulate payout amounts, and
                generate final rebate claims for return or scrap requests.</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="ROle" class="slds-cell-wrap" style="vertical-align:top;" headers="d35357e61 ">Stock Rotation Claim Analyst</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35357e64 ">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.</td>

        </tr>
        <tr class="">
          <td data-label="ROle" class="slds-cell-wrap" style="vertical-align:top;" headers="d35357e61 ">Partner (Distributor/Retailer)</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35357e64 ">Identifies unsold inventory, submits quantities for rotation, and tracks the
            status of return or scrap claims via the execution console. </td>

        </tr>
        <tr class="">
          <td data-label="ROle" class="slds-cell-wrap" style="vertical-align:top;" headers="d35357e61 ">Channel Inventory Manager</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35357e64 ">Ensures accurate tracking of Partner Unsold Inventory (PUI) and handles inventory
            reconciliation to resolve warnings before claim generation.</td>

        </tr>
        <tr class="">
          <td data-label="ROle" class="slds-cell-wrap" style="vertical-align:top;" headers="d35357e61 ">Stock Rotation Read Only User</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35357e64 ">Has read access to all the objects involved in Stock Rotation. </td>

        </tr>
      </tbody>
    </table>