---
schema_version: "1"
id: a615f760f637c678899a5489ed911f0163df20abb9c474c2bcc9af33cbb34fe1
title: "Subagent: Hierarchy Definitions"
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_hierarchy_definitions.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_agent_subagent_hierarchy_definitions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 10b52c11c1b5d884b850589e0d083886fa6c2c7efd16dba71981d970e2f7601b
description: The Hierarchy Definitions subagent looks up your planning hierarchy setup and the fields that you can set on a program or goal. Use it to select the right group, level, and field values before you create a work.
products:
  - Marketing
release: "264"
---
# Subagent: Hierarchy Definitions

The Hierarchy Definitions subagent looks up your planning hierarchy setup and the fields that you can set on a program or goal. Use it to select the right group, level, and field values before you create a work.

### 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">
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          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d60590e60">User Permissions Needed</th>
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          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d60590e60 ">To configure the Hierarchy Definitions subagent:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d60590e60 ">Manage AI Agents</td>

        </tr>
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          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d60590e60 ">To use the Hierarchy Definitions subagent:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d60590e60 "><span>Marketing Planning and Operations</span> Agent User permission set group</td>

        </tr>
      </tbody>
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## 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;">HierarchyDefinitions</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;"><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></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

- "What hierarchy groups can I use?"
- "What levels are in the EMEA hierarchy?"
- "Where should a regional plan sit in this hierarchy?"
- "What fields can I set on a marketing program?"

## Per-Level Create Access

The subagent also reports which hierarchy group levels you can create work at. Permission to create a record and permission to create at a level are separate. You can have permission to create marketing programs. A level where you're not an allowed creator still blocks you. The agent creates records only at the levels that this subagent reports as available to you.