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Advertising Sales Management Data Model
The Advertising Sales Management data model includes objects and fields that publishers can use to store and manage information about their ad sales business such as advertisers and agencies, ad placements, ad placement targeting criteria, media plans, and the ad sales lifecycle. The data model is built with industry-wide best practices, and you can adapt and extend the data model to meet your company’s unique needs.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Advanced |
Customer and Ad Server | Product and Pricing | Media Property | Targeting Options | Opportunity | Quote | Order | Example
Customer and Ad Server Data Model
Use these objects to store information about advertisers, agencies, and the publisher's external ad servers.
- Account
- Stores information about an advertiser, an agency, or a brand of the advertiser.
- Contact
- Stores information about a point of contact from the advertiser or agency that the publisher services.
- Party Role Relationship
- Stores information about a relationship between two accounts. For example, the client-agency relationship between advertisers and the agencies that they employed.
- Account Account Relationship
- Stores information about the relationship between two accounts. For example, the relationship between the accounts of an advertiser and the agency that they have employed.
- Ad Server
- Stores information about an external ad server that the publisher uses to manage advertisement inventory and serve advertisements.
- Ad Server Account
- Stores information connecting an external ad server with the account of the advertiser, agency, or brand that the ad server serves advertisements for.
- Ad Server Account Contact
- Stores information connecting an ad server account with a contact.
- Ad Server User
- Stores information connecting an ad server with an employee of the publisher who has access to the ad server.
Product and Pricing, Media Property, and Targeting Data Models
Use these objects to store information about the publisher's product portfolio, pricing strategy, media properties, and targeting options.
Product and Pricing
- Catalog
- Stores information about a catalog that represents a collection of similar ad products. For example, Website is a catalog that contains the collection of ad placements that are served on websites.
- Category
- Stores information about a category that organizes ad placements in a catalog into logical groups and subgroups. For example, Banner is a category that's part of the Website catalog.
- Product
- Stores information about a simple or bundled ad product, or a service. For example, skyscrapper is an ad product that's part of the Banner category and production charges is a service type product.
- Product Classification
- Stores information about an ad product template that's used to create ad products that share similar attributes. For example, a product classification can be used to create video ad products that share similar attributes.
- Product Attribute Definition
- Stores information about an attribute that are shared between ad products. For example, Is Skippable can be an attribute that's shared between video ad products.
- Price Book
- Stores information about a price book that contains the pricing of all ad products and services.
- Price Book Entry
- Stores information about the price of an ad product or service.
Note The publisher can leverage robust Product Catalog Management and Salesforce Pricing data
models to design nuanced product portfolio and pricing strategies. See Product Catalog Management and Salesforce Pricing Standard Objects in Revenue Cloud
Developer Guide.
Media Property
- Media Channel
- Stores information about a media property on which the publisher serves advertisements. For example, a website that's run by a publisher can be a media channel.
- Ad Space Specification
- Stores information about a location in a media channel where the advertisements are served. For example, home page banner can be an ad space on a website.
- Ad Creative Size Type
- Stores information about the dimensions of an creative that's served within an ad space. For example, a creative for a home page banner ad space can be sized 160 by 600 pixels.
- Ad Space Creative Size Type
- Stores information connecting an ad creative with the ad space specification that the creative belongs to.
- Ad Space Spec Product
- Stores information connecting an ad product with an ad space where the ad product can be served.
Targeting Options
- Ad Target Category
- Stores information about a high-level category for audience targeting segments. For example, Geography is a targeting category.
- Ad Target Category Segment
- Stores information about a segment in a targeting category. For example, States is a segment in the Geography targeting category.
- Ad Target Segment Value
- Stores information about a value of a targeting segment. For example, Texas is a value of the States segment.
- Ad Available Target Segment
- Stores information about a targeting segment that's available for media planners to select in their media plans and proposals.
- Ad Available Target Segment Value
- Stores information about a targeting value that's available for media planners to select in their media plans and proposals.
- Ad Product Default Target Value
- Stores information connecting an ad product with a targeting value that's preset for ad placements associated with the ad product in media plans.
Advertisement Campaign Lifecycle Data Model
Use these objects to store information about advertisements campaigns across sales lifecycle stages as part of proposals, media plans, and orders.
Opportunity
- Opportunity
- Stores information about an advertisment campaign for which an advertiser or agency has sent a request for proposal (RFP) to the publisher.
- Ad Opportunity
- Stores information ad sales-specific information about an advertisement campaign such as media type and deal type, and campaign period.
- Ad Opportunity Product
- Stores information connecting an ad opportunity and an ad product that the advertiser or agency is interested in.
Quote
- Quote
- Stores information about a quote that the media planner prepares for an opportunity.
- Ad Quote
- Stores information about a media plan or proposal that the media planner prepares for an opportunity.
- Ad Quote Line
- Stores information about an ad placement that the media planner includes in a media plan or proposal.
- Ad Quote Line Delivery Frequency
- Stores information about the proposed frequency at which a media plan's ad placement is to be served.
- Ad Quote Line Delivery Schedule
- Stores information about the proposed period and the days of the week when a media plan's ad placement is to be served.
- Ad Quote Line Hiatus
- Stores information about the dates on which the ad placement isn't served on the media channel during the delivery period.
- Ad Quote Line Ad Space Spec
- Stores information connecting a media plan's ad placement with the media channel location where the ad placement is proposed to be served.
- Ad Quote Line Creative Size type
- Stores information connecting a media plan's ad placement to the proposed creative size type that decides the dimension of the ad placement when served.
- Ad Quote Line Target Value
- Stores information about a targeting value that decides who a media plan's ad placement is proposed to be served to.
- Ad Quote Line Target Expression
- Stores information about a proposed expression-based targeting criteria of a media plan's ad placement.
- Ad Target Template
- Stores information about a reusable targeting template that's used by media planners to apply a specific targeting criteria to similar ad placements across multiple media plans.
- Ad Target Template Value
- Stores information about a targeting value that's part of an ad target template.
Order
- Order
- Stores information about an advertisement campaign order that the publisher has committed to serving for an advertiser or an agency.
- Ad Order Item
- Stores information about an ad placement that's part of the advertisement campaign order.
- Ad Order Item Delivery Frequency
- Stores information about the frequency at which an ad placement is served.
- Ad Order Item Delivery Schedule
- Stores information about the period and the days of the week when an ad placement is served.
- Ad Order Line Hiatus
- Stores information about the dates on which an ad placement isn't served on the media channel during the delivery period.
- Ad Order Item Ad Space Spec
- Stores information connecting an ad placement with the media channel location where the ad placement is served.
- Ad Order Item Creative Size type
- Stores information connecting an ad placement to the creative size type that decides the dimension of the ad placement on the media channel.
- Ad Order Line Target Value
- Stores information about a targeting value that decides who an ad placement is served to.
- Ad Order Line Target Expression
- Stores information about a expression-based targeting criteria that decides who an ad placement is served to.
Mapping Objects with Publisher Data in Advertising Sales Management (Example)
Review this high-level overview of how some of the key objects in Salesforce help publishers manage their ad sales business information.
In this example, we look at how Gotham Media manages ad sales business information across objects in Salesforce:
| Business Information | Object | Example |
|---|---|---|
| Advertiser and agency | Account |
|
| Advertiser and agency contact | Contacts | Cloud Kicks contact:
|
| Media properties | Media Channel |
|
| Media property attributes specific to advertisements | Ad Space Specification and Ad Creative Size Type |
|
| External ad server and media property attributes in ad server | Ad Server and Ad Server field in Ad Space Specification and Ad Creative Size Type |
|
| Ad product and service categorization | Catalog and Category | Digital catalog
|
| Media types | Product Family picklist field in Product |
|
| Ad products and service types | Product Classification |
|
| Ad products and services | Product |
|
| Ad product attributes | Attribute Category and Attribute Definition | Video attribute category
|
| Pricing models | Attribute Definition | Pricing Model
|
| Ad product and service prices | Price Book Entry |
|
| Audience targeting options | Ad Target Category, Ad Target Category Segment, and Ad Target Segment Value |
|
| Audience targeting availability | Ad Available Target Segment and Ad Available Target Segment Value |
|
| Preset targeting criteria for ad products | Ad Product Default Target Value | Pre-roll audio
|
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