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            Set Up Record Access Assignment for Promotions

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            Set Up Record Access Assignment for Promotions

            Provide users who run the Eligible Promotions and Promotion Evaluation and Execution APIs access to record details. They require access to all records that the APIs return. The integration user runs these APIs when customer carts and activities are managed outside Salesforce on external systems. If your Experience Cloud sites allow customers to view and apply promotions on their carts, you must provide your customers’ Experience Cloud site user access to promotion records. And if your implementation requires users in Salesforce to run the APIs, the users also require access to promotion records.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management

            To learn about how you can provide record access to internal users, integration users, and Experience Cloud site users, see Set Up Record Access for Your Users.

            Get Eligible Promotions API

            Provide read access to the records of these objects.

            • Coupon
            • Product
            • Product Category
            • Promotion
            • Promotion Limit
            • Promotion Limit Usage
            • Promotion Party Usage

            Promotion Evaluation and Execution API

            Provide read access to the records of these objects.

            • Coupon
            • Expression Set
            • Product
            • Product Category
            • Promotion
            • Promotion Execution Evaluation Group
            • Promotion Execution Evaluation Group Item
            • Promotion Limit
            • Promotion Limit Usage
            • Promotion Party Usage

            Other Object Permissions

            Apart from record access, the users also require read access to the Rule Library object. Provide the object access through the user’s assigned profile or a permission set.

             
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