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.
Required Editions
| View supported editions |
Administration
These personas set up and maintain Marketing Planning and Operations and its compliance controls.
| Persona | Responsibilities |
|---|---|
| Admin | Set up and administer Marketing Planning and Operations and the related Salesforce products that it works with, such as Data 360 and Marketing Intelligence. For example, Marketing Intelligence is the recommended source for the metrics behind campaign goals. |
| Compliance admin | Manage the marketing team's compliance controls and add rules for the mandatory compliance controls. |
Planning and Execution
These personas plan marketing work and carry it out, from strategy through execution.
| Persona | Example Roles | Responsibilities |
|---|---|---|
| Marketing leaders | CEO, chief marketing officer (CMO), VP, director | Set marketing strategy and direction, and own the high-level programs and goals that campaigns and tactics align to. |
| Marketing operations specialist | Campaign manager, marketing manager | Drive day-to-day delivery, run programs and campaigns, manage tactics, and move the work through compliance reviews and approvals. |
Compliance Review
These personas keep marketing work compliant before it goes live.
| Persona | Example Roles | Responsibilities |
|---|---|---|
| Compliance reviewers | Reviewers across brand, legal, and regulatory areas | Run compliance reviews and checks. Evaluate campaigns, programs, and tactics against brand, legal, and regulatory standards. |