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Learn About Real-Time Offer Management
Set Up Record Access Assignment for Promotions

Set Up Record Access Assignment for Promotions

Provide users who run the Eligible Promotions and Promotion Evaluation and Execution APIs access to record details. They require access to all records that the APIs return. The integration user runs these APIs when customer carts and activities are managed outside Salesforce on external systems. If your Experience Cloud sites allow customers to view and apply promotions on their carts, you must provide your customers’ Experience Cloud site user access to promotion records. And if your implementation requires users in Salesforce to run the APIs, the users also require access to promotion records.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management

To learn about how you can provide record access to internal users, integration users, and Experience Cloud site users, see Set Up Record Access for Your Users.

Promotions Creation, Promotion Details, Promotion Configuration, Promotion Rule Configuration, Eligible Promotions List, and Clone Promotion APIs

Provide read access to the records of these objects.

  • Coupon
  • Product
  • Product Category
  • Promotion
  • Promotion Limit
  • Promotion Limit Usage
  • Promotion Party Usage

Promotion Evaluation and Execution API

Provide read access to the records of these objects.

  • Coupon
  • Expression Set
  • Product
  • Product Category
  • Promotion
  • Promotion Execution Evaluation Group
  • Promotion Execution Evaluation Group Item
  • Promotion Limit
  • Promotion Limit Usage
  • Promotion Party Usage

Promotion Reward Application API

Provide read access to the records of these objects.

  • Coupon
  • Product
  • Product Category
  • Promotion
  • Promotion Limit
  • Promotion Limit Usage
  • Promotion Party Usage

If Loyalty Management is enabled for your org, provide access to these additional objects.

  • Loyalty Program
  • Member
  • Voucher
  • Game Participant
  • Game Participant Reward
  • Promotion Party Usage Detail

Promotion Enrollment API

Provide read access to the records of these objects.

  • Promotion
  • Promotion Party Usage
  • Contact
  • Account
  • Offer, if Offer Management is available in your org.

Coupon Usage Increase and Coupon Usage Decrease APIs

Provide read access to the records of these objects.

  • Coupon
  • Coupon Code Redemption

Other Object Permissions

Apart from record access, the users also require read access to the Rule Library object. Provide the object access through the user’s assigned profile or a permission set.

 
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