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

Set Up Record Access for Offers

Provide record access to users who run offer-related APIs. They require access to all records that the APIs return. The integration user runs these APIs to show offers and offer treatments on external systems. If your implementation requires users in Salesforce to run the APIs, the users also require access to offer and offer treatment records.

Required Editions

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

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

Eligible Offers API

Provide read access to the records of these objects.

  • Offer
  • Offer Treatment

Decisioning API

Provide read access to the records of these objects.

  • Offer
  • Offer Treatment
 
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Salesforce Help | Article