Before your marketing team can plan and run their work, set up Marketing Planning and Operations. Complete these tasks to get the app up and running for your team.
- Discover and Set Up Marketing Planning and Operations with Salesforce Go
Salesforce Go in Setup brings everything you require to configure Marketing Planning and Operations onto a single page. Set up your marketing team from one place, so you can get started quickly. When you turn on Marketing Planning and Operations from Salesforce Go, you're automatically given access to administer it. You can also complete most of your remaining administration tasks to get your marketing team up and running. - Turn On Marketing Planning and Operations
Turn on Marketing Planning and Operations to make the app available to your marketing team. - Related Products and Features for Marketing Planning and Operations
Marketing Planning and Operations builds on features and products that you set up separately. - Set Up Permissions and Access for Marketing Planning and Operations
Your team needs the right permissions to use Marketing Planning and Operations, along with the record access required to do their work. - Customize Fields and Record Types for Marketing Planning and Operations
Tailor Marketing Planning and Operations to the way your team works with custom picklist values, record types, and task subjects. - Set Up the Marketing Planning and Operations Agent
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. - Approval Routing Configuration in Marketing Planning and Operations
An approval routes a piece of marketing work to a person for sign-off before it goes live, such as a marketing director approving a tactic. The marketing team can submit a campaign, marketing program, or marketing tactic for approval. An approval is separate from a compliance review. - Override the Default Marketing Planning and Operations Home Page
The Marketing Planning and Operations Home page uses the Command Center Lightning page type, which supports personalization by user group and profile. Create different versions of the Home page and assign each to the right users. For example, show reviewers only their pending reviews, or give marketing managers a custom dashboard of top trending goals.