How Advertisement Campaign Information is Represented in Advertising Sales
Management
Familiarize yourself with how sales reps and media planners can extract information for
request for proposals (RFPs) and create advertisement campaigns in Salesforce. Advertisement
campaigns are represented as opportunities and ad opportunities in Salesforce.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Growth
or Media Cloud - Advanced
Business Scenario
Example
Action
Sales reps want to create advertisement campaigns based on the
information received from RFPs.
The sales reps at Gotham Media create an advertisement campaign as
soon as they receive an RFP from advertisers or agencies.
Create Opportunity records to enter primary campaign details such as:
Advertiser or agency for which the campaign is created
Close date and stage of the campaign
Create Ad Opportunity records to enter advertisement campaign specific details
such as:
Deal and media type of the campaign
Strategy and duration of the campaign
Unique identifier of the campaign on external systems such as ad servers
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