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Learn About Real-Time Offer Management
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            Assign Permissions to System Administrators for Offer Management

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            Assign Permissions to System Administrators for Offer Management

            Assign administrators the permission sets that they require to use Data Cloud segments and manage offer lifecycle.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Real-Time Offer Management
            User Permissions Needed
            To assign permission sets:

            Assign Permission Sets

            AND

            View Setup and Configuration
            Required Permission Sets for Admins
            Name Usage Business Requirement
            Data Cloud Architect Provides access to manage Data Cloud objects and segments used for offer targeting. Create segments from demographic and behavioral data to target high-intent groups.
            Offer Designer Provides access to create, edit, and manage offers and offer treatments. Set up the core offer structure and oversee record access for the team.
             
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            Salesforce Help | Article