Assign marketing managers that the permission sets they require to design strategic
offers, create tailored treatments, and manage the end-to-end offer lifecycle.
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
|
Required Permission Sets for Marketing Managers
| Name |
Usage |
Business Requirement |
| Offer Designer |
Provides access to create, edit, and manage Offer records and Offer
Treatments. |
Design targeted offers with tailored content assets and specific eligibility
criteria. |