Set Up Real-Time Offer Management

Set up Global Promotions Management and Offer Management so your marketing managers can create promotions and run offers.

• 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.
• Set Up Global Promotions Management
  Turn on Global Promotions Management in your org and provide marketing managers the permission to design promotions by using the Global Promotions wizard. Define evaluation and execution logic to control how multiple eligible promotions are applied.
• Set Up Offer Management
  Assign permissions to allow marketing managers to design and activate offers. Create Offer and Offer Treatment record types to customize user journeys for different offer types and channel-specific treatments. Customize automated workflows for cross-team collaboration. Set up Data Cloud to define target audiences.