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Learn About Real-Time Offer Management
Assign Permission Sets to Integrate Global Promotions Management with External Systems

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Assign Permission Sets to Integrate Global Promotions Management with External Systems

Global Promotions Management comes with a set of Connect APIs that companies use to integrate Global Promotions Management with external systems. Provide users who execute the APIs from external systems the permission sets that they require.

Required Editions

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

Users who work with promotions need these permission sets.

Name Use Business Requirement
Promotion Designer Basic Provides users the required object access to run promotions. Users can execute the Eligible Promotions API to find the list of promotions that are eligible for a customer's cart.
Promotion Designer Extension
Data Cloud Segment Access for Promotion Designer

Provides users the required object access to run promotions whose target audience is a Data Cloud segment.

The permission set is only available in orgs where Data Cloud is enabled.
Context Service Runtime Provides users read access for context definitions and read and write access to all the context that’s present in the cache Users get access to the standard CartDetailGetEligiblePromotion context definition that’s used to get a customer’s list of eligible promotions when the Eligible Promotions API is executed.
Salesforce Pricing Run Time User Provides users access to execute promotion evaluation and execution Users can execute the Promotion Evaluation and Execution API to determine and apply promotions to customer carts based on the evaluation method selected by the marketing manager.

Here’s the list of objects that system integrators need.

Business requirement Object Access Level
Users can run promotions that belong to a Marketing Cloud business unit Internal Organization Unit
  • Read
Promotion
Promotion Stage
  • Read
  • Create
  • Edit
  • Delete
Promotion Stage Email Template
  1. Assign the required permission sets to the marketing managers.
  2. Provide marketing managers access to required objects by using either a custom permission set or a custom profile.
 
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