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Media Cloud
Create Opportunities and Ad Opportunities for Advertisement Campaigns in Advertising Sales Management

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Create Opportunities and Ad Opportunities for Advertisement Campaigns in Advertising Sales Management

Sales reps can create opportunities and ad opportunities to collate information they have received from advertisers and agencies about advertisement campaigns through request for proposals (RFPs) or other sources such as emails.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Growth or Media Cloud - Advanced
User Permissions Needed
To create opportunities: Create on Opportunities
To create ad opportunities: Media Cloud Runtime permission set
Tip
Tip If you want to automate the process of creating opportunities and ad opportunities for advertisement campaigns, ask your Salesforce admin to set up an automation using Intelligent Document Automation.

Create an Opportunity for Advertisement Campaigns

  1. From the navigation bar of the Media Ad Sales Management app, click Opportunities.
  2. Click New and enter the details of the advertisement campaign, including the account of the advertiser or agency that the campaign belongs to.
  3. Save your changes.

After you create an opportunity, add the campaign information that's more specific to ad sales business to a related ad opportunity of the opportunity.

Create an Ad Opportunity for Advertisement Campaigns

Though you can add multiple ad opportunities to an opportunity, Salesforce recommends that you create only one ad opportunity for an opportunity. This one is to one relationship ensures that media planners have a holistic view of the campaign requirements when creating media plans for the campaign.

  1. On the Ad Opportunities related list of an opportunity, click New. If you can't find the Ad Opportunity related list, you can navigate to the Ad Opportunity list view from the App Launcher.
  2. From deal Type, select Direct-sales.
  3. From Media Type, select Digital.
  4. For Campaign Start Date and Campaign End Date, enter the start and end dates and times of the campaign period.
  5. From Campaign Strategy, select a strategy.
  6. For Campaign Identifier, enter the unique identifier of the advertisement campaign in external systems such as ad server instances.
  7. Save your changes.
 
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