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Assign Permissions to Marketing Managers for Global Promotions Management
Assign marketing managers and users who create and manage promotions the permissions that they require to design and manage promotions, and configure 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 assign permission sets: | Assign Permission Sets AND View Setup and Configuration |
Here’s the list of permission sets that marketing managers need.
| Name | Use | Business Requirement |
|---|---|---|
| Promotion Designer Basic | Provides users the required object access to basic Global Promotions Management capabilities, such as context definition, rule library, Quick Promotions guided setup, and pricing rewards | Users can create promotions that offer rewards. |
| Promotion Designer Extension | Provides users the required object access to Global Promotions Management’s advanced capabilities, such as pricing promotions, templates, limits, vouchers and games | |
| Data Cloud Segment Access for Promotion Designer | Provides users the required object access to associate a Data Cloud segment with a promotion. The permission set is only available in orgs where Data Cloud’s Segmentation and Activation add-on license is enabled. |
Users can select Data Cloud segments as the target audience for promotions. |
| 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 can activate promotions that they create by using the Quick Promotion wizard. |
Data Cloud Activation Specialist OR Data Cloud Activation Manager OR Data Cloud Architect |
Provides users access to Data Cloud’s Segmentation and Activation capabilities. | Users can select a Data Cloud segment as a promotion’s target audience. |
| Salesforce Pricing Run Time User | Provides users access to view pricing procedures | Users get read access on the pricing procedures associated with rule libraries for promotion evaluation and execution. |
| Product Catalog Management Viewer | Provide users access to browses catalogs and products | Users can design promotions for bundled products and for specific product variants. |
| Promotion Viewer | Provide users access to view the configuration of promotions | Users can view the promotions created by their peers. |
Here’s the list of objects that marketing managers need.
| Business requirement | Object | Access Level |
|---|---|---|
| Users can select the Marketing Cloud Engagement business unit that promotions belong to and design promotion launch emails. | Internal Organization Unit |
|
| Promotion | ||
| Promotion Stage |
|
|
| Promotion Stage Email Template | ||
| Users can create eligibility criteria for promotions that are designed for bundled products and for specific product variants. | Attribute Category Attribute |
|
| Attribute Definition | ||
| Attribute Picklist | ||
| Attribute Picklist Excluded Value | ||
| Product Attribute Definition | ||
| Product Classification | ||
| Product Component Group | ||
| Product Component Group Override | ||
| Product Usage Grant |
- Assign the required permission sets to the marketing managers.
- Provide marketing managers access to required objects based on your business requirements by using either a custom permission set or a custom profile.
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