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Learn About Real-Time Offer Management
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            Assign Permissions to Marketing Managers for Offer Management

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            3. Real-Time Offer Management

            Assign Permissions to Marketing Managers for Offer Management

            Assign marketing managers that the permission sets they require to design strategic offers, create tailored treatments, and manage the end-to-end 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 Marketing Managers
            Name Usage Business Requirement
            Offer Designer Provides access to create, edit, and manage Offer records and Offer Treatments. Design targeted offers with tailored content assets and specific eligibility criteria.
             
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            Salesforce Help | Article