Rebate Management enablement and setup prerequisites
Key Takeaway
Enabling Rebates isn't enough on its own. You also need Data Pipelines turned on, the right permission sets assigned, and, in a multicurrency org, the same default currency on the Integration User and Data Processing Engine Writeback User profiles.
Rebate Management lets a manufacturer run rebate programs that pay partners when they meet an agreed-upon sales target. Manufacturers use rebates to build partner loyalty and to drive the channel purchasing behavior they want. Before anyone can build a program, an admin must turn on the feature, turn on Data Pipelines for the data-processing work, and give each type of user the right permission set. Partners who submit claims also need an Experience Cloud site.
What setup includes
Rebate Management is available in Enterprise, Unlimited, and Developer Editions that have Rebate Management enabled. Setup has four parts:
- Enable the required features in Setup.
- Assign permission sets.
- Set up object access.
- Configure the Experience Cloud site settings for partners.