Assign Permissions to Marketing Managers for Global Promotions Management

Assign marketing managers and users who create and manage promotions the permissions that they require to design and manage promotions, and configure promotion evaluation and execution.

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

Here’s the list of permission sets that marketing managers need.

Name	Use	Business Requirement
Promotion Designer Basic	Provides users the required object access to basic Global Promotions Management capabilities, such as context definition, rule library, Quick Promotions guided setup, and pricing rewards	Users can create promotions that offer rewards.
Promotion Designer Extension	Provides users the required object access to Global Promotions Management’s advanced capabilities, such as pricing promotions, templates, limits, vouchers and games	Users can create promotions that offer rewards.
Data Cloud Segment Access for Promotion Designer	Provides users the required object access to associate a Data Cloud segment with a promotion. The permission set is only available in orgs where Data Cloud’s Segmentation and Activation add-on license is enabled.	Users can select Data Cloud segments as the target audience for promotions.
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 can activate promotions that they create by using the Quick Promotion wizard.
Data Cloud Activation Specialist OR Data Cloud Activation Manager OR Data Cloud Architect	Provides users access to Data Cloud’s Segmentation and Activation capabilities.	Users can select a Data Cloud segment as a promotion’s target audience.
Salesforce Pricing Run Time User	Provides users access to view pricing procedures	Users get read access on the pricing procedures associated with rule libraries for promotion evaluation and execution.
Product Catalog Management Viewer	Provide users access to browses catalogs and products	Users can design promotions for bundled products and for specific product variants.
Promotion Viewer	Provide users access to view the configuration of promotions	Users can view the promotions created by their peers.

Here’s the list of objects that marketing managers need.

Business requirement	Object	Access Level
Users can select the Marketing Cloud Engagement business unit that promotions belong to and design promotion launch emails.	Internal Organization Unit	Read
	Promotion	Read
	Promotion Stage	Read Create Edit Delete
	Promotion Stage Email Template	Read Create Edit Delete
Users can create eligibility criteria for promotions that are designed for bundled products and for specific product variants.	Attribute Category Attribute	Read
	Attribute Definition
	Attribute Picklist
	Attribute Picklist Excluded Value
	Product Attribute Definition
	Product Classification
	Product Component Group
	Product Component Group Override
	Product Usage Grant

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