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Learn About Real-Time Offer Management
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            Set Up Real-Time Offer Management with Salesforce Go

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            3. Real-Time Offer Management

            Set Up Real-Time Offer Management with Salesforce Go

            Salesforce Go provides preconfigured feature sets and features to quickly configure Real-Time Offer Management capabilities.

            Required Editions

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

            Use the Drive Sales and Engagement with Promotions and Offers feature set to streamline the setup of promotions and offers.

            To set up promotions, use Salesforce Go to turn on Global Promotions Management, Context Definitions, and Promotion Evaluation. Create an extended context definition and a rule library so your marketing managers can define promotion eligibility criteria and rules.

            To set up offers, easily navigate to pages for creating offer record types and offer status picklist values.

             
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            Salesforce Help | Article