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.
Required Editions
| View supported editions |
Tip Each of these permission set groups bundles permission sets that grant the
system permissions and object access that a role needs. To build custom permission sets and
permission set groups instead, first review these groups and their permission sets to learn what the permission sets grant. Then model your custom permissions on them.
Administration
Assign this permission set group to admins who set up and maintain Marketing Planning and Operations.
| Permission Set Group | Who Gets It | What It Provides |
|---|---|---|
| Marketing Planning and Operations Admin | Admin | Administrative access to configure Marketing Planning and Operations, including planning hierarchies. |
Marketing
Assign these permission set groups to the people who plan and run marketing work.
| Permission Set Group | Who Gets It | What It Provides |
|---|---|---|
| Marketing Planning and Operations Leader | CEOs, CMOs, VPs, and directors | Full access to plan and manage marketing work. This access includes creating and managing marketing programs. Goals, campaigns, and tactics align to those programs. |
| Marketing Planning and Operations Specialist | Campaign managers and marketing managers | Access to run marketing work within existing programs and in the Planning & Operations area on campaigns, including goals, tactics, templates, tasks, and governance reviews. Specialists don't create or edit programs. |
Note None of these permission set groups grant access to create a campaign. Instead, they
provide access to work with existing campaigns. To create a campaign, a user needs the
Marketing User permission.
Compliance Review
Assign these permission set groups to the people who manage and run compliance reviews.
| Permission Set Group | Who Gets It | What It Provides |
|---|---|---|
| Marketing Planning and Operations Compliance Admin | Users who manage compliance controls and rules for your marketing team | Administrative access to define and manage compliance controls and add mandatory compliance rules. |
| Marketing Planning and Operations Reviewer | Brand, legal, and regulatory reviewers | Access to evaluate assigned compliance reviews and record their outcomes. |
AI Agent
Assign this permission set group to the Agentforce agent that works alongside your marketing team.
| Permission Set Group | Who Gets It | What It Provides |
|---|---|---|
| Marketing Planning and Operations Agent User | Users who invoke the agent to create marketing programs and goals. These users are typically also assigned the Marketing Planning and Operations Leader or Specialist permission set group. | Access to use Agentforce capabilities to create marketing programs and goals, build multi-level hierarchies of programs and goals, and look up hierarchy definitions. |