On the Review and Activate step of the wizard, marketing managers can review the
promotion’s complete configuration before they activate the promotion. If the promotion needs a
business executive’s approval before activation, marketing managers can save the
promotion.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited,
and Developer Editions with Real-Time Offer Management |
To change the promotion after reviewing its details, marketing managers can go back and
update the steps that they want to change. After a promotion is activated, the promotion is
ready for customers to use. Activate the promotion only when you want customers to start to
use the promotion.
Review the impact of different activation methods on your promotion's configuration and
eligibility fields to ensure that your promotion functions correctly.
| Method |
PromotionConfig Updated |
Eligible Fields Updated |
Recommended For |
| Wizard Activation |
Yes |
Yes |
Single promotions |
| UI Checkbox Activation |
No |
No |
Not Recommended |
| S-Object Insert/Update |
No |
No |
Not Recommended |
| GET/POST Business API |
Yes |
Yes |
Single promotions |
