Before you get started with Marketing Planning and Operations, it helps to know where it's available, who administers and uses it, and how its data model works.
- Availability of Marketing Planning and Operations
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. - Key Personas and Responsibilities in Marketing Planning and Operations
Several user personas administer and work with Marketing Planning and Operations, each with distinct responsibilities. These personas span administration, planning and execution, and compliance review. - Developer Resources for Marketing Planning and Operations
Developers work with Marketing Planning and Operations data through standard objects, Tooling API objects, and Connect REST APIs. Use these developer resources to build integrations and automate marketing work.