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
Assign the required permission sets to the marketing managers.
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