MktPlanningOpsSettings Metadata Type in SFDX

Architectural Overview#

The MktPlanningOpsSettings metadata type controls the organizational enablement of Marketing Planning and Operations within Salesforce. As modern marketing teams coordinate omnichannel campaigns across Marketing Cloud Growth, Account Engagement (Pardot), and core CRM campaigns, Marketing Planning and Operations delivers a unified workspace to structure campaign hierarchies, track multi-currency marketing budgets, allocate spend, and measure return on marketing investment (ROMI).

Managing MktPlanningOpsSettings as metadata ensures seamless deployment across development sandboxes and production environments. By activating this capability through code, release managers ensure that downstream dependencies—such as custom campaign layouts, marketing planning flows, and reporting dashboards—deploy cleanly without failing on missing core capabilities.

Directory and File Conventions#

MktPlanningOpsSettings conforms to the standard Salesforce DX settings convention and is stored within the settings/ directory.

Key Metadata Fields#

The MktPlanningOpsSettings XML structure defines the following boolean attribute:

Declarative XML and Package Manifest Examples#

The following example shows an active MktPlanningOps.settings-meta.xml configuration file:

<?xml version="1.0" encoding="UTF-8"?>
<MktPlanningOpsSettings xmlns="http://soap.sforce.com/2006/04/metadata">
    <marketingOpsEnabled>true</marketingOpsEnabled>
</MktPlanningOpsSettings>

Package Manifest (package.xml)#

Include MktPlanningOps under the Settings type when deploying with manifest files:

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>MktPlanningOps</members>
        <name>Settings</name>
    </types>
    <version>68.0</version>
</Package>

CLI Retrieval and Deployment Commands#

Use the Salesforce CLI to deploy and verify MktPlanningOpsSettings:

# Retrieve MktPlanningOps settings from org
sf project retrieve start --metadata Settings:MktPlanningOps

# Deploy settings to target org
sf project deploy start --metadata Settings:MktPlanningOps

# Verify settings status via Tooling API
sf data query --use-tooling-api --query "SELECT Id, Metadata FROM MktPlanningOpsSettings"

Architect Best Practices and Gotchas#

• Prerequisite Cloud Licensing: Ensure that the target org has the appropriate Marketing Cloud Growth or Marketing Operations licenses enabled before deploying marketingOpsEnabled: true.
• Security & Profile Alignment: Once enabled, update user PermissionSet metadata to grant marketing managers and planners access to the planning operational tabs and budget fields.
• Campaign Architecture: Use standard Salesforce Campaign hierarchies in conjunction with the planning workspace to aggregate budget rolled-up values across regional and global campaigns.

Frequently asked questions

What does MktPlanningOpsSettings control in Salesforce?

It controls the org-wide enablement of Marketing Planning and Operations, providing tools for campaign planning, budget allocation, and asset orchestration.

Where is MktPlanningOpsSettings stored in SFDX format?

It is stored in force-app/main/default/settings/MktPlanningOps.settings-meta.xml in the source directory.

How is MktPlanningOpsSettings included in package.xml?

It is referenced as a member under the Settings metadata type with member name MktPlanningOps in package manifests.

What user permissions are required to manage marketing operations?

Users require Marketing Cloud or CRM campaign management permissions along with access to the Marketing Operations workspace.