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: Enterprise, Performance, Unlimited,
and Developer Editions with Real-Time Offer Management
Set Up Record Access for Offers Provide record access to users who run offer-related APIs. They require access to all records that the APIs return. The integration user runs these APIs to show offers and offer treatments on external systems. If your implementation requires users in Salesforce to run the APIs, the users also require access to offer and offer treatment records.
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