Set Up Real-Time Offer Management with Salesforce Go

Use the Drive Sales and Engagement with Promotions and Offers feature set to streamline the setup of promotions and offers.

To set up promotions, use Salesforce Go to turn on Global Promotions Management, Context Definitions, and Promotion Evaluation. Create an extended context definition and a rule library so your marketing managers can define promotion eligibility criteria and rules.

To set up offers, use Salesforce Go to turn on Offer Management, which also creates record types and page layouts for your offer channels. Then, complete these required steps:

• Set Up Offer Channels: Create the record types and page layouts needed for each offer engagement channel, such as email, SMS, push notification, and website, that determines the fields visible in the offer treatment designer.
• Map Offer Treatment Page Layouts to Profiles: Assign the page layout that each user profile sees for every Offer Treatment record type.
• Set Up Data 360, Data Streams, and Data Graphs: Enable Data 360 for your org and assign the permission sets needed to use it. This step includes three subtasks:
  • Manage User Access: Assign the Data Cloud Admin Architect permission set to admins. To use personalization, also assign the Personalization Admin permission set.
  • Turn On Data 360: Provisions Data 360 for your org. The status updates to confirm when provisioning is complete.
  • Install Global Promotions Management Data Kit (Optional): Deploy the data kit to enable promotions and offers data streams in your Data Cloud data space.