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Learn About Real-Time Offer Management
Assign Permission Sets to Work with Agentforce in Real-Time Offer Management

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Assign Permission Sets to Work with Agentforce in Real-Time Offer Management

Assign marketing managers and users the permission sets they require to create promotions using Agentforce.

Required Editions

Available in:
Assign these permission sets to marketing managers to create promotions by using Agentforce. See Manage Permission Set Assignments.
  • Agentforce Service Agent Configuration
  • Agentforce Default Admin
  • Promotion Designer
  • Manage Data Cloud Segments in Global Promotions Management
  • Prompt Template Manager or Prompt Template User
  • Data Cloud Architect or Data Cloud Activation Manager.
  • Access Brief, to view and create promotion briefs and offer briefs, and to generate a promotion or offer preview from a brief using the Brief Preview topic.
  • Manage Briefs, in addition to Access Brief, to edit existing promotion briefs and offer briefs.
 
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