Planning and Operations
Back to Winter '27 updates Showing
Planning and Operations set-up in Salesforce GoAdvanced
Release noteSet 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 noteBuild 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 noteRun 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.