Set up Offer Management faster and more consistently with a guided Salesforce Go experience. Complete key user-access, Data 360, and data kit tasks in one flow, and automatically create and map Offer Treatment record types and page layouts. Reduce manual configuration, avoid missed setup steps, and get your teams ready to launch offers sooner.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions where Offer Management, Global Promotions Management, and Data Cloud are available.
When: This change is available starting in Summer '26.
How: To set up Offer Management, select Salesforce Go from the gear menu or from the main Setup menu. Then search for Drive Sales and Engagement with Promotions and Offers.