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Offer Management provides Connect APIs for integration with external systems. Assign the required permission sets to integration users so they can execute these APIs.
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management |
| User Permissions Needed | |
|---|---|
| To assign permission sets: | Assign Permission Sets AND View Setup and Configuration |
| Name | Usage | Business Requirement |
|---|---|---|
| Offer Designer | Provides access to create, edit, and manage Offer records and Offer Treatments. | Execute the Eligible Offers API to find the list of promotions that are eligible for a customer's cart. |
| Data Cloud User | Provides access to segments used for offer targeting. | Create segments from demographic and behavioral data to target high-intent customer groups. |
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