Assign Permission Sets to Integrate Global Promotions Management with External Systems

Global Promotions Management comes with a set of Connect APIs that companies use to integrate Global Promotions Management with external systems. Provide users who execute the APIs from external systems the permission sets that they require.

Required Editions

Available in: Lightning Experience

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

User Permissions Needed
To assign permission sets:	Assign Permission Sets AND View Setup and Configuration

User Permissions Needed

To assign permission sets:

Assign Permission Sets

AND

View Setup and Configuration

Users who work with promotions need these permission sets.

Name	Use	Business Requirement
Promotion Designer Basic	Provides users the required object access to run promotions.	Users can execute the Eligible Promotions API to find the list of promotions that are eligible for a customer's cart.
Promotion Designer Extension
Data Cloud Segment Access for Promotion 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.
Context Service Runtime	Provides users read access for context definitions and read and write access to all the context that’s present in the cache	Users get access to the standard CartDetailGetEligiblePromotion context definition that’s used to get a customer’s list of eligible promotions when the Eligible Promotions API is executed.
Salesforce Pricing Run Time User	Provides users access to execute promotion evaluation and execution	Users can execute the Promotion Evaluation and Execution API to determine and apply promotions to customer carts based on the evaluation method selected by the marketing manager.

Here’s the list of objects that system integrators need.

Business requirement	Object	Access Level
Users can run promotions that belong to a Marketing Cloud business unit	Internal Organization Unit	Read
	Promotion	Read
	Promotion Stage	Read Create Edit Delete
	Promotion Stage Email Template	Read Create Edit Delete

Assign the required permission sets to the marketing managers.
See Assign Permission Sets to Users.
Provide marketing managers access to required objects by using either a custom permission set or a custom profile.
See Create Permission Sets.