Tailor Marketing Planning and Operations to the way your team works with custom picklist values, record types, and task subjects.
- Picklist Values for Object Fields in Marketing Planning and Operations
Some object fields in Marketing Planning and Operations don't come with a predefined set of picklist values. Add the values that your team uses, so team members can classify records with options relevant to your company and marketing team. - Record Types for Marketing Planning and Operations
Record types distinguish the kinds of work that your team runs on marketing programs, campaigns, and tactics. Compliance admins can then create rules that apply controls to specific record types. - Task Subjects for Marketing Planning and Operations
By default, the Subject field on the Task object comes with only generic values. Add subjects tailored to the marketing work your team plans and runs to give task creators a consistent, relevant list to choose from.