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Considerations for the Marketing Planning and Operations Agent in Marketing Cloud Next

Before you set up an agent with the Marketing Planning and Operations agent template, review the supported languages, models, regions, usage, and other considerations.

Required Editions

View supported editions

The Marketing Planning and Operations agent template is an Agentforce Employee Agent template. The considerations for the Agentforce Employee Agent type also apply to an agent that you build from this template. See Considerations for Agentforce Employee Agent.

Language and Locale Support

The Marketing Planning and Operations agent template supports the languages and locales that the Agentforce Employee Agent type supports.

Large Language Model Support

The Marketing Planning and Operations agent template supports the models that the Agentforce Employee Agent type supports.

Einstein Trust Layer Service Support

The Marketing Planning and Operations agent template is an Agentforce Employee Agent template and supports the Trust Layer services that the Agentforce Employee Agent type supports.

Region Support

The Marketing Planning and Operations agent template supports the geo-aware models that the Agentforce Employee Agent type supports.

Usage

The Marketing Planning and Operations agent template is an Agentforce Employee Agent template. The agent and its actions are unmetered.

Note
Note This feature does not draw down credits for AI usage if your org has Agentforce for Sales, Service, or Industry add-on license, or if your org has Agentforce 1 Edition for Sales, Service, or Industry. For more information on generative AI credit consumption, see Metering for Agentforce and Generative AI Usage. Credits can still be consumed by data services in Data 360 and other related usage.

Agentforce Employee agents use generative AI and Data 360 to ingest, store, and process data. Before deployment, work with your Salesforce account team to confirm license availability. For more information about how usage is metered, see Considerations for Agentforce Employee Agent.

Tip
Tip

This feature has access to Digital Wallet, a free account management tool that offers near real-time consumption data for enabled products across your active contracts. Access Digital Wallet and start tracking your org's usage. To learn more, see About Digital Wallet.

Associated Standard Actions

These standard actions are associated with the Marketing Planning and Operations agent.

  • Manage Marketing Planning Records
  • Get Marketing Object Metadata and Planning Hierarchy
  • Query Records

Other Considerations

  • The agent creates records only. It doesn't edit, delete, or re-parent the records that already exist.
  • The agent creates programs and goals only. It doesn't create campaigns, tactics, or tasks.
  • The agent creates records only at the levels where you're an allowed creator, which can be narrower than your assigned permissions.
  • The agent needs at least one active hierarchy group before it can create or place records.

For more details about what the agent does, see What the Marketing Planning and Operations Agent Does.

See Also