---
schema_version: "1"
id: 8df889d19bedd557ef1ed6e2feb0eefd6a971e72361146ca95161c5ec80f7844
title: Customize Fields and Record Types for Marketing Planning and Operations
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_object_manager.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_object_manager.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2982f6fe4d171f6939456f1be448b6a2d4caaccc2d975d7fac65a0e7dc6b8c69
description: Tailor Marketing Planning and Operations to the way your team works with custom picklist values, record types, and task subjects.
products:
  - Marketing
release: "264"
---
# 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.

- **[Picklist Values for Object Fields in Marketing Planning and Operations](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_picklists.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_record_types.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_task_subjects.htm&release=264.0.0&type=5)**  
    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.