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.

Required Editions

View supported editions

Data Model

The Marketing Planning and Operations data model diagram.

Standard Objects

Standard objects store the programs, tactics, goals, and governance records that Marketing Planning and Operations works with.

MarketingProgram
Represents a marketing program that's tied to a specific node in a planning hierarchy.
MarketingGoal
Represents a measurable target for a program or campaign, and tracks target values, actual results, and assignments.
MarketingTactic
Represents a single executable unit of work that pairs marketing content with a delivery method, such as an email or a social post.
MarketingTacticTemplate
Represents a repeatable template that replicates successful tactics across teams.
CampaignExt
Extends a campaign with its association to a marketing program, along with its governance and review status.
Review
Represents a standing review of a business record against a defined reference standard.
ReviewExecution
Represents a single review event that captures the outcome at a specific point in time.
ComplianceControlScope
Represents a mandatory compliance control and the type of record that it applies to, such as a campaign, program, or tactic.

Other Standard Objects

Marketing Planning and Operations also references standard objects that are defined in Marketing Cloud Next and other areas of Salesforce.

AttribModel
Represents an attribution model used to measure marketing goal performance.
Campaign
Represents a marketing campaign that can be linked to goals, tactics, and campaign extensions.
ComplianceControl
Represents a compliance control that provides context for reviews and review executions.
EngagementSignalMetric
Represents an engagement metric used to measure marketing goal outcomes.
RegulationClauseVersion
Represents a versioned regulation clause that provides context for compliance reviews.

Tooling API Objects

Tooling API objects define the planning hierarchy that organizes marketing work across dimensions, such as brand, industry, and region.

MarketingHierarchyGroupDef
Represents the top-level category of a marketing hierarchy, defined on dimensions, such as brand, industry, and region.
MarketingHierarchyGroupNodeDef
Represents the membership of a node in a hierarchy group, and defines which levels belong to a group category.
MarketingHierarchyNodeDef
Represents a node in a marketing hierarchy, with its depth set by a sequence number.
MktHierGrpNodeRuleDef
Represents a rule for a hierarchy node, and defines the allowed parent node or who can create marketing programs.

Connect REST APIs

Use the Marketing Planning and Operations Connect REST APIs to automate work from your own apps, integrations, and workflows.

Metadata Type

Use the MktPlanningOpsSettings metadata type to turn on settings for Marketing Planning and Operations.