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Learn About Real-Time Offer Management
Create Picklist Values for Offer Status

Create Picklist Values for Offer Status

Real-Time Offer Management provides default status picklist values that define the common stages in an offer lifecycle. If necessary, create additional picklist values that define offer status and represent stages in approval workflows.

Required Editions

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

By default, the Status picklist field on the Offer object has these values:

  • Pending Approval
  • Rejected
  • Active
  • Draft

If you're using custom advanced approval workflows, add the values that you want to use at various stages of the approval process.

See Advanced Approvals for Offers and Add or Edit Picklist Values.

 
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