Planning and Operations

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Planning and Operations set-up in Salesforce GoAdvanced

Release note
Set up Planning and Operations and see usage from one page in Setup.
Note: Needs the Agentforce for Marketing add-on.
VerifiedConfirmed by Salesforce or by an author who showed it working. We haven't made a Preview yet.

Programs, goals and planning hierarchiesAdvanced

Release note
Build planning structures for each team, with goals that cascade down and results that roll up.
Note: Needs the Agentforce for Marketing add-on.
VerifiedConfirmed by Salesforce or by an author who showed it working. We haven't made a Preview yet.

Campaigns linked to programs and goalsAdvanced

Release note
Run campaign work from a Planning and Operations tab and link each campaign to its program.
Note: Needs the Agentforce for Marketing add-on.
VerifiedConfirmed by Salesforce or by an author who showed it working. We haven't made a Preview yet.

Tactics, compliance reviews and a shared calendarAdvanced

Release note
Reuse proven tactics, review work for compliance, move work with tasks and approvals, and see it all on one calendar.
Note: Needs the Agentforce for Marketing add-on.
VerifiedConfirmed by Salesforce or by an author who showed it working. We haven't made a Preview yet.
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