Assign Loyalty Users Permissions to Work with Agentforce

Assign marketing managers and other users the permission they require to create promotions using Agentforce.

Task Permissions
Run standard agent actions: Common User Access for Standard Agent Actions
Run Loyalty Management's agent actions:
  • Promotion Designer Basic permission set
  • Promotion Designer Extension permission set
  • Data Cloud Segment Access for Promotion Designer permission set
  • Loyalty Program Promotion Designer permission set
  • Data Cloud Access for Loyalty Promotions Designer permission set
  • Data Cloud Activation Specialist OR Data Cloud Activation Manager OR Data Cloud Architect permission set