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Loyalty Management
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            Key Roles in Global Promotions Management

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            Key Roles in Global Promotions Management

            Learn about the different user personas involved in a typical Global Promotions Management implementation and their responsibilities.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management
            Role Responsibilities
            Global Promotions Management admin

            Performs one-time setup tasks:

            • Turn on Global Promotions Management, and optionally, Product Catalog Management
            • Provide marketing managers access to the capabilities and objects of Global Promotions Management
            • Configure context definitions and pricing procedures for pricing
            • Configure promotion distribution
            • Set up Data Cloud segmentation
            • Connect Global Promotions Management with Marketing Cloud business units
            • Create the Global Promotions Management analytics app
            Marketing Cloud admin

            Performs the one-time setup tasks in Marketing Cloud:

            • Create packages in Marketing Cloud business units to connect the Global Promotions Management with the Marketing Cloud business units in collaboration with the Global Promotions Management admin
            • Create Synchronized Data Sources for Referral Marketing objects
            Marketing managers

            Perform the day-to-day activities:

            • Identify whitespaces in the company’s promotion strategy and plan promotions
            • Design and activate promotions
            • Decide the evaluation method for promotions
            • Track the performance of promotions
            Product designers Add attributes for the company’s products and associate the relevant attributes to each product.
            System integrators Perform one-time integration tasks such as integrating the Eligible Promotions Connect API, Promotion Evaluation and Execution API, and the Transaction Journals Execution Connect API with other Salesforce features or external systems.
            Business executives Review the performance of promotions and the revenue lift generated by promotions.
             
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