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Learn About Real-Time Offer Management
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            Turn On Promotion Evaluation and Execution

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            3. Real-Time Offer Management

            Turn On Promotion Evaluation and Execution

            Turn on the setting in your org to enable the capabilities of Promotion Evaluation and Execution

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management
            User Permissions Needed
            To enable Promotion Evaluation and Execution: Customize Application

            Here’s the list of changes that reflect in the org after you turn on Promotion Evaluation and Execution.

            CHANGE PURPOSE
            The Promotion Console is updated Marketing managers can use the Promotion Console app to configure promotion evaluation and execution.
            Parent groups are automatically created for each Global Promotions Management rule library. Promotions are further categorized into groups based on their application at line, cross line, and cart level Marketing managers can associate the promotions they want to evaluate with the same rule library. Then, they can select the evaluation methods for each promotion subgroup based on their company's requirement.

            Promotions work differently depending on whether Promotion Evaluation and Execution is turned on or not.

            Feature Restrictions for Promotions
            Promotion templates
            • Spend X, Get Discounted Combo + Rewards template isn't available.
            • A promotion can only have one rule.
            Promotion limits Marketing managers can't add any limits to the promotions.
            Promotion's rule eligibility criteria
            • Marketing managers can only add two conditions in the rule eligibility criteria. A Custom Template rule can consist of three conditions, including the aggregate conditions.
            • If a free product is added as a reward:
              • Marketing managers can add only one condition in the rule eligibility criteria. For, custom templates marketing maangers can add two conditions.
              • Marketing managers can only add one eligible product or category in the rule when the rule uses the Buy X, Get Discount on Y + Rewards template.
            Promotions' target audience Rewards across promotion rules must be offered to the same audience
            Promotion rewards
            • Marketing managers can only add two rewards to a promotion rule
            • Marketing managers can't create promotions that offer discounted combos or discounts with a price override.
            • The promotions can offer discounts either at the cart-level or at the line-level.
            • Marketing managers can't create line level promotion rules that offer discounts on the combined price of line items.
            Note
            Note When you enable Promotion Evaluation and Execution, promotions that were created with restricted capabilities are deactivated. To reactivate these promotions, marketing managers must remove the restricted capabilities.
            1. From Setup, in the Quick Find box, enter Global Promotions Management Settings, and then select Global Promotions Management Settings.
            2. Turn on Promotion Evaluation and Execution.
            3. Click OK.
            4. Turn on Pricing from Pricing Settings.
             
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            Salesforce Help | Article