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Media Cloud
Create a Media Plan in Advertising Sales Management

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Create a Media Plan in Advertising Sales Management

Media planners can create media plans after advertisers or agencies have signed off on the proposal that the publisher shared for their advertisement campaign or in parallel after the media planner analyzes the campaign objectives. Sometimes, depending on the campaign timelines, media planners directly start with the media plan and use the media plan as the proposal while engaging with advertisers and agencies.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Advanced
User Permissions Needed
To create a media plan: Media Cloud Runtime permission set

Before media planners can create a media plan for an advertisement campaign, they must make sure that an opportunity is already available in Salesforce for the campaign. If an opportunity isn't available, the media planner can create the opportunity with the campaign details or ask the sales reps assigned to the advertiser or agency to create the opportunity. See Manage Advertisement Campaigns.

  1. From the opportunity of the advertisement campaign, click Dropdown quick action, and select Create Media Plan.
  2. Review the details of the advertisement campaign and then enter the media plan details:
    • Plan Name: Enter the name of the media plan
    • Budget: Enter the budget of the media plan based on the budget of the campaign
    • Start and end dates: Enter the period during which the media plan is proposed to run based on the campaign period.
    • Media Type: Select Digital.

    For term-based subscriptions, Salesforce automatically populates the end date when you add a media placement. To update the subscription term, first clear the end date field, and then enter the updated term. Salesforce recalculates the new end date. If you don't clear the end date first, Salesforce interprets the subscription as date-based.

  3. Save your changes.
 
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