Salesforce Docs Portal

Create Price Protection Programs

Create and configure Price Protection programs to manage price adjustments and credits and debits through a structured, multi-step process.

Required Editions

Available in: Enterprise, Professional, and Unlimited Editions with Price Protection enabled.
User Permissions Needed
To create a Price Protection program Price Protection Admin permission set

Create a Price Protection Program

  1. Go to Rebate Management > Rebate Programs.
  2. Click New to create a new program.
  3. Fill in the required details:
  • Name: Define the program name.
  • Type: Select Price Protection.
  • Frequency: Set to On Demand
  • Status: Set to Active (or Draft if further configurations are required).
  • Start Date: Specify the program's start date.
  • End Date: Specify the program's end date.
  • Transaction Grace Days: Enter the number of grace days for transaction submissions after the program end date.

Add Members to the Price Protection Program

  1. Go to the related lists section of the program.
  2. Click Add Member to associate dealers or distributors with the program.
  3. Make sure all members are in Active status for the program to run successfully.

Configure the Rebate Type for the Program

  1. Access the Related List for Program Rebate Type.
  2. Enter these details in the Rebate Type section:
    • Select whether to Include or Exclude products for the Rebate Type
    • Execution Procedure: Select your custom implementation or use Calculate Price Protection Claim.
    • Status: Active
    • Validity Duration: appropriate interval
    • Validity Duration Type: appropriate type (Years, Days, Months)

Define Price Protection terms

  • Price Protection Type: Choose Standard (rebates) or Reverse (charges to partners).
  • Supported Quantity Percent: Specify the percentage of eligible inventory covered.
  • Supported Price Percent: Enter the discount percentage offered to covered customers.
  • Is Payable: Indicate whether the program will generate a credit/debit
  1. Define price protection-specific terms within the Rebate type.
  2. Price Protection Type: Choose Standard (rebates) or Reverse (charges to partners).

The Price Protection terms are linked to the Channel Partner Inventory using the Create Partner Unsold Inventory Records Based On Eligible Programs DPE

Define Product Inclusion or Exclusion

  1. In the Product Filter Type field, select one of these options:
    1. Include Products: Only include transactions with specified products in the rebate calculation.
    2. Exclude Products: Exclude transactions with specified products from the rebate calculation.
  2. Save the settings to apply the changes.

Add Products to the Program

  1. Go to the Related tab on the Program Rebate Type record.
  2. Use the Included or Excluded Products related list to manage products:
    1. Add Product: Add individual products.
    2. Add Product List: Add multiple products as a list.
    3. Delete All: Remove all products from the inclusion or exclusion list.