---
schema_version: "1"
id: ac44f0005ac978d0c79b63dce5512cf24184fd4a791c30bc68ce99c9a3867ffa
title: Assign Permissions to Marketing Managers for Global Promotions Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/global_promotions_management_setup_permission_sets_user.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.global_promotions_management_setup_permission_sets_user.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5eb1a28dea05c634cc69c104aa2d84ab254193c04ecbdf539504ade22c246f90
description: 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.
products:
  - Marketing
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Real-Time Offer Management</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d12729e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e70 ">To assign permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e70 ">
              <p>Assign Permission Sets</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View Setup and Configuration</p>
            </td>

          </tr>
        </tbody>
      </table>

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d12729e118">Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d12729e121">Use</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d12729e124">Business Requirement</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e118 ">Promotion Designer Basic</td>

            <td data-label="Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e121 ">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</td>

            <td data-label="Business Requirement" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d12729e124 ">Users can create promotions that offer rewards.</td>

          </tr>
          <tr class="">
            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e118 ">Promotion Designer Extension</td>

            <td data-label="Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e121 ">Provides users the required object access to Global Promotions Management’s
              advanced capabilities, such as pricing promotions, templates, limits, vouchers and
              games</td>

          </tr>
          <tr class="">
            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e118 ">Data Cloud Segment Access for Promotion Designer</td>

            <td data-label="Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e121 ">
              <p>Provides users the required object access to associate a Data Cloud segment
                with a promotion.</p>
              <p style="margin-bottom:0;">The permission set is only available in orgs where Data Cloud’s
                Segmentation and Activation add-on license is enabled.</p>
            </td>

            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e124 ">Users can select Data Cloud segments as the target audience for
              promotions.</td>

          </tr>
          <tr class="">
            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e118 ">Context Service Runtime</td>

            <td data-label="Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e121 ">Provides users read access for context definitions and read and write access to
              all the context that’s present in the cache</td>

            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e124 ">Users can activate promotions that they create by using the Quick Promotion
              wizard.</td>

          </tr>
          <tr class="">
            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e118 ">
              <p>Data Cloud Activation Specialist</p>
              <p>OR</p>
              <p>Data Cloud Activation Manager</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Data Cloud Architect</p>
            </td>

            <td data-label="Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e121 ">Provides users access to Data Cloud’s Segmentation and Activation
              capabilities.</td>

            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e124 ">Users can select a Data Cloud segment as a promotion’s target audience.</td>

          </tr>
          <tr class="">
            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e118 ">Salesforce Pricing Run Time User</td>

            <td data-label="Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e121 ">Provides users access to view pricing procedures</td>

            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e124 ">Users get read access on the pricing procedures associated with rule libraries
              for promotion evaluation and execution.</td>

          </tr>
          <tr class="">
            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e118 ">Product Catalog Management Viewer</td>

            <td data-label="Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e121 ">Provide users access to browses catalogs and products</td>

            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e124 ">Users can design promotions for bundled products and for specific product
              variants.</td>

          </tr>
          <tr class="">
            <td data-label="Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e118 ">Promotion Viewer</td>

            <td data-label="Use" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e121 ">Provide users access to view the configuration of promotions</td>

            <td data-label="Business Requirement" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e124 ">Users can view the promotions created by their peers.</td>

          </tr>
        </tbody>
      </table>

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col>
          <col>
          <col>
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d12729e262">Business requirement</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d12729e265">Object</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d12729e268">Access Level</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Business requirement" class="slds-cell-wrap" rowspan="4" style="vertical-align:top;" headers="d12729e262 ">Users can select the Marketing Cloud Engagement business unit that
              promotions belong to and design promotion launch emails.</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e265 ">Internal Organization Unit</td>

            <td data-label="Access Level" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d12729e268 ">
              <ul>
                <li>Read</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e265 ">Promotion</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e265 ">Promotion Stage</td>

            <td data-label="Access Level" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d12729e268 ">
              <ul>
                <li>Read</li>

                <li>Create</li>

                <li>Edit</li>

                <li>Delete</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e265 ">Promotion Stage Email Template</td>

          </tr>
          <tr class="">
            <td data-label="Business requirement" class="slds-cell-wrap" rowspan="9" style="vertical-align:top;" headers="d12729e262 ">Users can create eligibility criteria for promotions that are
              designed for bundled products and for specific product variants.</td>

            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e265 ">Attribute Category Attribute</td>

            <td data-label="Access Level" class="slds-cell-wrap" rowspan="9" style="vertical-align:top;" headers="d12729e268 ">
              <ul>
                <li>Read</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e265 ">Attribute Definition</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e265 ">Attribute Picklist</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e265 ">Attribute Picklist Excluded Value</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e265 ">Product Attribute Definition</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e265 ">Product Classification</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e265 ">Product Component Group</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e265 ">Product Component Group Override</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d12729e265 ">Product Usage Grant</td>

          </tr>






        </tbody>
      </table>

1. Assign the required permission sets to the marketing managers.
    
    See [Assign Permission Sets to Users](https://help.salesforce.com/s/articleView?id=xcloud.assign_permission_set_to_user.htm&language=en_US).
2. 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](https://help.salesforce.com/s/articleView?id=platform.perm_sets_create.htm&language=en_US).