Turn on Marketing Planning and Operations to make the app available to your marketing team.
Required Editions
| View supported editions |
| User Permissions Needed | |
|---|---|
| To turn on Marketing Planning and Operations: |
View Setup and Configuration AND Customize Application |
- From Setup, in the Quick Find box, enter Marketing Planning and Operations Settings, and then select Marketing Planning and Operations Settings.
- Click Manage next to Marketing Planning and Operations.
- Turn on the Marketing Planning and Operations app.
When you turn on the app, Salesforce also starts the daily refresh of goal actuals and adds the resources needed to route work for approval and to manage marketing compliance.