---
schema_version: "1"
id: e58dc4d34b6ea608291f85095578bfa645193db8d7a010657cbd464eb0ed8bc8
title: Create Price Protection Programs
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/create-price-protecton-programs.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.create-price-protecton-programs.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 835edbc59ce8f1f6452a597248286ae4a494ffd5c2dc04daff162ed44f9150ec
description: Create and configure Price Protection programs to manage price adjustments and credits and debits through a structured, multi-step process.
products:
  - Partner Cloud
  - Cross Cloud
  - Manufacturing
release: "264"
---
# 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

<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>Professional</strong>, and <strong>Unlimited</strong> Editions with Price Protection enabled.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d39136e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d39136e63 ">To create a Price Protection program</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d39136e63 ">Price Protection Admin permission set</td>

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

## 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.