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Learn About Real-Time Offer Management
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            Key Personas in Real-Time Offer Management

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            Key Personas in Real-Time Offer Management

            Learn about the different user personas involved in a typical Real-Time Offer Management implementation and their responsibilities.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Real-Time Offer Management
            Role Responsibilities
            Real-Time Offer Management Admin

            Performs one-time setup tasks.

            • Turn on Global Promotions Management and Product Catalog Management.
            • Provide marketing managers with access to Global Promotion Mangement and Offer Management objects.
            • Configure context definitions and pricing procedures.
            • Configure promotion and offer distribution settings.
            • Set up Data Cloud segmentation for targeting.
            • Connect Real Time Offer Management with Marketing Cloud.
            • Set up Salesforce Personalization.
            Marketing Manager

            Manages day-to-day strategy and execution.

            • Identify opportunities in the company’s strategy to plan promotions and offers.
            • Design, configure, and activate promotions.
            • Design and configure offers and offer treatments.
            Integration User

            Manages API and system integrations.

            • Use Promotion and Offer APIs to integrate with external systems.
            • Use Personalization API to show personalized promotion recommendations and offers on external sites.
             
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            Salesforce Help | Article