---
schema_version: "1"
id: eb5b925db8ec49bfebdbf5e3a950d171cd10d8c7a96a926856caf7cf583e15a4
title: "Subagent: Goal Hierarchy"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mktg_pln_oper_agent_subagent_goal_hierarchy.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_agent_subagent_goal_hierarchy.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 340eea41a27f327e9c4eca825bc66b3e801a8fb7371d5a0681ee7fd914cc45b7
description: The Goal Hierarchy subagent creates marketing goals and builds multilevel hierarchies of goals under a marketing program. It links each goal to its parent program or goal as it creates them.
products:
  - Marketing
release: "264"
---
# Subagent: Goal Hierarchy

The Goal Hierarchy subagent creates marketing goals and builds multilevel hierarchies of goals under a marketing program. It links each goal to its parent program or goal as it creates them.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_editions.htm&amp;release=264.0.0&amp;type=5" title="Marketing Planning and Operations requires specific Salesforce editions and licenses. Learn about the editions, licenses, and add-ons that provide access, including the add-on for planning agents.">View supported editions</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d81103e60">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d81103e60 ">To configure the Goal Hierarchy subagent:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d81103e60 ">Manage AI Agents</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d81103e60 ">To use the Goal Hierarchy subagent:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d81103e60 "><span>Marketing Planning and Operations</span> Agent User permission set group</td>

        </tr>
      </tbody>
    </table>

## Subagent Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">API Name</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">GoalHierarchy</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Included Agent Actions</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_mktg_pln_manage_marketing_planning_records.htm&amp;language=en_US" target="_blank">Manage Marketing Planning Records</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_query_records.htm&amp;language=en_US" target="_blank">Query Records</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_mktg_pln_get_marketing_object_metadata.htm&amp;language=en_US" target="_blank">Get Marketing Object Metadata and Planning
                    Hierarchy</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">See <a href="https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_agent.htm&amp;release=264.0.0&amp;type=5" title="Create an Agentforce agent from the Marketing Planning and Operations agent template. The agent creates marketing programs and goals, and builds multilevel hierarchies of programs and goals. It also looks up your planning hierarchy setup to help your team select the right group and level for programs.">Set Up the
                Marketing Planning and Operations Agent</a>.</td>

          </tr>
        </tbody>
      </table>

## Examples of Utterances That Trigger This Subagent

- "Add a $2.5 million pipeline goal to the Q3 demand generation program."
- "Under that pipeline goal, add marketing qualified lead and content engagement goals."
- "Create a revenue goal with two channel goals under it."
- "Add a pipeline goal that measures the existing Global Brand program."