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Map Business Requirements to Advertising Sales Management Capabilities
Most publishers that serve advertisements follow some standard industry processes but each has their unique processes and process variations. Discover how publishers can map their business requirements to Advertising Sales Management features and leverage the flexibility of Advertising Sales Management and Salesforce Platform to do more.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Advanced |
Customization and Integration Features
| Business Requirement | Features to Use | Resource |
|---|---|---|
| Make sure that company-specific fields, actions, and ad placement configuration options are available on media plans. | Use Ad Availability View Configuration records to decide which custom elements that are unique to your company's implementation are available on media plans. | Media Proposal and Plan Customizations with Ad Availability View Configuration |
| Use a set of preconfigured ad product and media plan rules decide which actions and configuration options are available on media plans. | Use decision tables to set up rules that govern which quick actions, and Line Item Configuration panel tabs and tab fields are available for ad placements in media plans. | Media Plan Customizations with Decision Tables |
| Run company-specific processes before and after media planners make changes to media plans. | Use Salesforce Flows to run processes before and after changes that media planners make to ad placement configurations are saved. | Media Plan Customizations with Salesforce Flows |
| Make sure that some of the ad placement configuration options are dependent on one another. | Use a Lightning Message Service channel to configure a process that send information back to media plans about the supported values for dependent fields based on the field value that the dependent field relies on. | Dependent Field Configuration with Messaging Channel |
| Make sure media plans display the latest information after behind-the-scenes processes that impact media plans are executed. | Use a Lightning Message Service channel to refresh media plans after behind-the-scenes processes are complete. | Ad Placement Table Refesh and Quick Action Execution with Message Channels |
| Make sure advertisement campaign orders from Salesforce are synced in the company's external ad server. | Use any one of the preconfigured integration options to send and get data from external ad servers. | Explore Advertising Sales Management Integration Options |
| Make sure media planners have the latest ad placement availability information from external ad servers while working on media plans. |
Media Property and Product Management Features
| Business Requirement | Features to Use | Resource |
|---|---|---|
| Make sure media properties of the publisher that serve advertisements and the various advertisement-related media property attributes are available in Salesforce to help media planners comprehensive media plans | Use media channels, ad space specifications, and ad space creative sizes to define the different advertisement-specific attributes of your company's media properties. | Media Properties in Advertising Sales Management |
| Make sure media planners have easy and structured access to all the ad products and services that are in the publisher's portfolio when creating media plans. | Use Product Catalog Management features to define a nuanced product portfolio with simple and bundled products. | Ad Products and Services in Advertising Sales Management |
| Make sure media planners can view and select only relevant attributes and attribute values for ad placements. | Use Product Configurator features to create attribute rules for simple and bundled products. | Design Attribute Rules for Ad Products and Services |
| Make sure that the latest ad product and service prices are available to media planners when creating media plans. | Use Salesforce Pricing features to configure industry-standard pricing model, list ad product and service prices, and configure price-impacting attributes. | Price Your Product Portfolio in Advertising Sales Management |
| Make sure that ad product attribute-driven discounts are automatically applied to ad placements after media planners set the attribute values in media plans | ||
| Offer discounts on ad placements in media plans based on ad space, creative size, or targeting criteria. | Use decision tables and Salesforce Pricing features to set up an automated process that calculates price adjustments for ad placements based on their related ad spaces, creative sizes, and targeting criteria. | Configure Decision Tables and Pricing Procedure for Ad Placement Attribute-Based Discounts (Example) |
Audience Targeting Features
| Business Requirement | Features to Use | Resource |
|---|---|---|
| Offer advertisers and agencies audience targeting options that are multidimensional as well as granular. | Use ad target categories, ad target category segments, and ad target segment values to create the different targeting options your company wants to offer advertisers and agencies. | Configure Targeting Options in Advertising Sales Management |
| Make sure media planners can only use targeting options that are relevant for the most common advertisement campaign requirements and resonate with advertisers and agencies. | Use ad available target segments and ad available target segment values to decide which targeting options are available for media planners to use in proposals and media plans. | Make Targeting Options Available for Media Planners and Sales Reps in Ad Sales Management |
| Configure preset targeting criteria that's available for all media plan ad placements with a specific ad product or with ad products created from a specific product classification. | Use ad product default target values to configure preset targeting criteria for products and product classifications. | Preset Targeting Values for Products and Product Classifications in Ad Sales Management |
Advertisement Campaign Lifecycle Features
| Business Requirement | Features to Use | Resource |
|---|---|---|
| Manage information about advertisers and agencies, and their points of contact. | Use accounts and contacts to manage advertiser and agency information and use party role relationships relate advertisers with agencies. | Manage Advertiser and Agency Relationships in Advertising Sales Management |
| Respond to request for proposals (RFPs) with detailed proposals and present proposals to advertisers and agencies with visual presentations. | Use the Proposal Builder to create proposals and use Omnistudio Document Generate to generate pitch deck from proposals. | Manage Proposals for Advertisement Campaigns in Advertising Sales Management |
| Create detailed media plans with ad placements that are tailored to the requirements of the advertiser or agency. | Use the various options that are available on a media plan to add ad placements and services to media plans and to configure ad placements based on campaign requirements. | |
| Make changes to media plans in bulk and replicate similar or successful media plans. | Use a set of bulk actions and quick actions that are available on media plans to easily configure media plans and get them ready for approvals. | |
| Send media plans for internal approvals. | Use Advanced Approvals to send media plans to internal teams such as legal and finance for approvals. | Advanced Approvals for Your Advertising Sales Business |
| Generate contracts and send them to advertisers and agencies for approval and sign-off. | Use Salesforce Contracts to generate and send media plan contracts to advertisers and agencies. | Salesforce Contracts for Your Advertising Sales Business |
| Document the commitments that you make to advertisers and agencies as part of an advertisement campaign | Convert media plans into orders and activate the order after the advertisement campaign terms and commitments are finalized. | Manage Orders for Advertisement Campaigns in Advertising Sales Management |
| Amend orders based on various factors such as campaign performance and advertiser feedback. | Create media plans for order amendments and make the necessary adjustments in the new media plan. | Order Amendment in Advertising Sales Management |
| Enable external users to view or create advertisement campaigns and media plans. | Use Experience Cloud to build sites where external users can view or create advertisement campaigns and media plans. | Experience Cloud for Your Advertising Sales Business |
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