ProgramRebateType

Represents a rebate structure associated with a Rebate Program. This object is available in API version 63.0 and later.

A ProgramRebateType record is created to define how benefits are calculated—such as accruals, payouts, or both—based on specified measure fields and logic.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

Field	Details
AccrualRate	Type double Properties Create, Filter, Nillable, Sort, Update Description The rate of accrual based on the value selected in the Measure Type field. For example, when the measure type is percent and you enter 10, the accrual rate is 10%.
AggregateObjectName	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The object that stores the aggregation results.
BenefitQualifierField	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The field on the aggregation object used to define thresholds for qualifying benefits (minimum or maximum).
CalcObjectId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Links to a calculation definition from the Data Processing Engine. This field is a relationship field. Relationship Name CalcObject Refers To BatchCalcJobDefinition
CalculationBasis	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the method used to calculate the rebate amount. Possible values are: `Accrual` `Payout` `PayoutAndAccrual`—Payout and Accrual The default value is `Payout`.
CalculationMethod	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Defines how tiered rebate benefits are calculated. Possible values are: `Retrospective` `Stepped` The default value is `Retrospective`.
CalculationType	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the type of rebate calculation logic to use. Possible values are: `AggregateBased`—Aggregate Based `Custom` `GrowthBased`—Growth Based `PerTransaction`—Per Transaction
ExecutionProcedureId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Links to business rules that define custom execution logic. This field is a relationship field. Relationship Name ExecutionProcedure Refers To ExpressionSet
FilterAction	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Logical operator to apply between filter conditions. Possible values are: `AllConditionsMet`—All Conditions Are Met (AND) `AnyConditionMet`—Any Condition Is Met (OR) `CustomLogic`—Custom Condition Logic `NoConditionsMet`—No Conditions Are Met
FilterCriteria	Type textarea Properties Nillable Description Holds the filter conditions in textual format. Used to define eligibility criteria for rebate qualification.
FilterLogic	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Logical formula used to combine filter conditions, typically using field references and logical operators.
IsIntegratable	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description When selected, allows this rebate type to be applied on transactional records such as orders or opportunities. The default value is `false`.
LastReferencedDate	Type dateTime Properties Filter, Nillable, Sort Description Date and the timestamp when the record was last referenced by the user. Useful for user activity tracking.
LastViewedDate	Type dateTime Properties Filter, Nillable, Sort Description Date and the timestamp when the record was last opened or viewed. Tracks user interaction history.
MeasureField	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description The aggregation object field used with measure type and benefit value to calculate the rebate amount. This is required for the Amount per Unit and Percentage of Revenue measure types.
Name	Type string Properties Create, Filter, Group, idLookup, Sort, Update Description Unique name that identifies the rebate type configuration. Used as a reference label across related components.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Identifies the user or group that owns this record. This field is a polymorphic relationship field. Relationship Name Owner Refers To Group, User
ProductFilterType	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies whether the rebate applies to included or excluded products. Possible values are: `ExcludeProducts`—Exclude Products `IncludeProducts`—Include Products
RebateMeasureType	Type picklist Properties Create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Specifies the method to measure benefit payout. Possible values are: `AmountperUnit`—Amount per Unit `Custom` `FixedAmount`—Fixed Amount `PercentageOfRevenue`—Percentage of Revenue
RebateProgramId	Type reference Properties Create, Filter, Group, Sort, Update Description Links this rebate type to its parent rebate program. This field is a relationship field. Relationship Name RebateProgram Relationship Type Master-detail Refers To RebateProgram (the master object)
Status	Type picklist Properties Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update Description Specifies whether the rebate type is currently active. Possible values are: `Active` `Inactive` The default value is `Inactive`.
UnitOfMeasureId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description Identifies the unit of measure associated with the rebate type. This field is a relationship field. Relationship Name UnitOfMeasure Refers To UnitOfMeasure
ValidityDuration	Type int Properties Create, Defaulted on create, Filter, Group, Nillable, Sort, Update Description Duration for which the inventory is eligible for price protection.
ValidityDurationType	Type picklist Properties Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update Description Unit of time used to measure ValidityDuration. Possible values are: `Days` `Months` `Years` The default value is `Years`.

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Supported Calls

Fields