Plan with Agentforce in Marketing Planning and Operations

Use a generative AI assistant to build your marketing plan in conversation. The agent creates programs and goals, builds multilevel hierarchies, and looks up your planning hierarchy setup so you select the right group and level.

  • What the Marketing Planning and Operations Agent Does
    The Marketing Planning and Operations agent is a generative AI assistant that creates marketing programs and goals in conversation. Describe the plan that you want, and the agent builds it.
  • Marketing Planning and Operations Subagent Reference
    A subagent defines an agent's range of capabilities for a specific job. Subagents help the agent identify the type of request, determine its scope, make decisions, and perform actions. The Marketing Planning and Operations agent contains standard subagents that create marketing programs and goals and look up your planning hierarchy setup.