---
schema_version: "1"
id: 45dba6eaf9f26cf8d9d671218dd8cec7ed311e0a1eb1d1d0739ede7ec7014c6c
title: Set Up the Marketing Planning and Operations Agent
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mktg_pln_oper_setup_agent.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_agent.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 980d3d54a830a8f306ab4baf992bd53f7c2aa7727002ddc28851577b0dc47227
description: 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.
products:
  - Marketing
release: "264"
---
# 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.

### 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="d84214e71">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d84214e71 ">To create an agent from an Employee Agent template:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d84214e71 ">Manage AI Agents</td>

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Marketing Planning and Operations ships an [Agentforce Employee Agent type](https://help.salesforce.com/s/articleView?id=ai.agent_setup_explore_types.htm&language=en_US) agent template. An agent built from this template creates records only. It doesn't change, delete, or re-link the records that your team already has.

1. [Turn On Marketing Planning and Operations](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_turn_on.htm&release=264.0.0&type=5 "Turn on Marketing Planning and Operations to make the app available to your marketing team.") if you haven't already.
2. [Set Up Einstein Generative AI](https://help.salesforce.com/s/articleView?id=ai.generative_ai_enable.htm&language=en_US).
3. [Enable Agentforce](https://help.salesforce.com/s/articleView?id=ai.agent_setup_enable.htm&language=en_US).
4. From Agentforce Studio, use the Marketing Planning and Operations agent template to create your agent.
    
    The template provides the agent's subagents and the actions that create programs and goals and look up your planning hierarchy setup. You can review and adjust the agent before you activate it.
    
    See [Create an Agent from an Employee Agent Template](https://help.salesforce.com/s/articleView?id=ai.agent_employee_agent_setup.htm&language=en_US). For guidance on deploying an Agentforce Employee Agent, see the [Agentforce Implementation Guide for Employee-Facing Agents](https://resources.docs.salesforce.com/rel1/doc/en-us/static/pdf/agentforce_implementation_employee.pdf).
5. Give users permission to use the agent.
    1. Make sure that the permission sets or profiles assigned to your agent users have access to your Employee Agent type agent.
        
        See [Manage Employee Agent Access in Agentforce Builder](https://help.salesforce.com/s/articleView?id=ai.agent_manage_aea_access.htm&language=en_US).
    2. Assign the [Marketing Planning and Operations Agent User permission set group](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_permissions.htm&release=264.0.0&type=5 "Marketing Planning and Operations provides role-based permission set groups. Assign each permission set group to users based on their responsibilities, so they get the access their role needs.") to users who use the agent.
        
        This permission set group gives users the access that they require to create programs and goals and to read their planning hierarchy setup.

Your marketing team can now open the agent you created from the template and create programs and goals in conversation.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/images/icon_note.png)

Note The agent needs at least one active marketing hierarchy group before it can create records. If no active hierarchy group exists, the agent doesn't create or place records. [Create and activate a hierarchy group](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_hierarchy_create.htm&release=264.0.0&type=5 "Configure the planning hierarchy tiers that your marketing teams use to organize and track work. Define the tiers that connect executive objectives to executable plans, and then assign those tiers to hierarchy groups. Create multiple groups when different teams need different hierarchy structures.") first.

#### See Also

- [_Salesforce Help_: Considerations for Marketing Planning and Operations Agent](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_agent_considerations.htm&release=264.0.0&type=5 "Before you set up an agent with the Marketing Planning and Operations agent template, review the supported languages, models, regions, usage, and other considerations.")
- [_Salesforce Help_: Plan with Agentforce in Marketing Planning and Operations](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_agent.htm&release=264.0.0&type=5 "Use a generative AI assistant to build your marketing plan in conversation. The agent creates programs and goals, builds multilevel hierarchies, and looks up your planning hierarchy setup so you select the right group and level.")