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Assign Permissions for Global Promotions Management to Loyalty Management Users
Provide access to Global Promotion Management features based on the user's role in the company. After you assign the permissions, provide additional Loyalty Management specific permissions to your users.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
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Assign role-based permissions for Global Promotions Management. Then, provide these additional loyalty-specific permissions.
Marketing Managers Additional Permissions
Here’s the list of additional objects that marketing managers need access to.
| Business requirement | Object | ACCESS LEVEL |
|---|---|---|
| Users can select loyalty promotion templates such as Accrual Events and add loyalty rewards such as points, vouchers, badges, and games. | Account |
|
| Product Catalog | ||
| Product Category | ||
| Expression Set Object Alias | ||
| Journal Sybtype | ||
| Loyalty Program Partner | ||
| Loyalty Partner Product | ||
| Loyalty Program | ||
| Loyalty Program Badge | ||
| Loyalty Program Currency | ||
| Loyalty Tier | ||
| Loyalty Tier Group | ||
| Product2 | ||
| Promotion | ||
| Loyalty Program Engagement Attribute Promotion |
|
|
| Loyalty Program Engagement Attribute | ||
| Loyalty Program Process | ||
| Loyalty Tier Membership Fee Option | ||
| Loyalty Tier Promotion | ||
| Promotion Loyalty Partner Product |
System Integrators Additional Permissions
System integrators needs these additional permission sets.
| Name | Use | Business Requirement |
|---|---|---|
| Data Cloud Access for Loyalty Promotions Designer | Provides users the required object access to run promotions whose target audience is a Data Cloud segment. The permission set is only available in orgs where Data Cloud is enabled. |
Users can execute the Eligible Promotions API to find the list of promotions that are eligible for a customer's cart. |
Here’s the list of additional objects that system integrators need access to.
| Business requirement | Object | ACCESS LEVEL |
|---|---|---|
| Users can run loyalty promotions | Account |
|
| Product Catalog | ||
| Product Category | ||
| Expression Set Object Alias | ||
| Journal Sybtype | ||
| Loyalty Program Partner | ||
| Loyalty Partner Product | ||
| Loyalty Program | ||
| Loyalty Program Badge | ||
| Loyalty Program Currency | ||
| Loyalty Tier | ||
| Loyalty Tier Group | ||
| Product2 | ||
| Promotion | ||
| Loyalty Program Engagement Attribute Promotion |
|
|
| Loyalty Program Engagement Attribute | ||
| Loyalty Program Process | ||
| Loyalty Tier Membership Fee Option | ||
| Loyalty Tier Promotion | ||
| Promotion Loyalty Partner Product |
