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Learn About Real-Time Offer Management
Role-Based Permissions for Offer Management

Role-Based Permissions for Offer Management

Salesforce admins manage access to Offer Management features by assigning permissions based on a user's specific responsibilities. Within the Offer Management ecosystem, admins must provide themselves, marketing managers, creative designers, and system integrators with the necessary permissions to design, approve, and distribute offers. Depending on the user’s role, determine which permission sets are assigned to users.

Required Editions

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