Loading
Media Cloud
Create Media Proposals

You are here:

  1. Salesforce Help
  2. Docs
  3. Media Cloud

Create Media Proposals

Sales reps can create an opportunity based on the request for proposal (RFP) of an advertiser or agency's advertisement campaign and then use the Proposal Builder to manage all the proposals for the campaign. On the Proposal Builder, sales reps can create and manage multiple proposals. The Proposal Builder also enables sales reps to create pitch decks for the campaign using one or more proposals.

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 media proposals:

Media Cloud Runtime permission set

AND

Product Catalog Management Viewer permission set

Before sales reps create a media proposal, they must work with the ad sales admin to ensure:

Create Proposals for Advertisement Campaigns

  1. From the opportunity for which you want to create a proposal, click Dropdown quick action, and select Manage Media Proposals.
  2. On the Ad Brief Details section, add the primary details of the proposal and save your changes.
    After you save your changes, a quote and an ad quote are created. The quote is associated with the opportunity and the ad quote is associated with the quote.

Add Ad Placements for Proposal

  1. Expand the Proposal Line Items section and click Add Placements.
  2. Select the price book that decides the price of the proposal's ad placement and click Save.
  3. Select the catalog that consists of the ad products that you want to add to the proposal and click Next.
  4. Select one or more ad products or ad product bundles, and add them to the proposal.
    To easily find the ad products or ad products bundles that you want to add, filter ad products by category.
  5. Save your changes.
    After you add the ad products, ad quote lines are created for each ad placement and the ad quote lines are associated with the proposal's quote.

Add Targeting Criteria for Proposal

  1. Expand the Targeting Criteria section and click Add Targeting Criteria.
  2. On Targeting Criteria, select your targeting category.
    For example, select the category as Demographic.
  3. From selected targeting category, expand one of the segments.
    For example, expand Age Group.
  4. Select whether the targeting criteria must include or exclude specific segment values.
    For example, select Included as the Filter Type.
  5. From the list of available segment values, select the values that you want to include or exclude based on the filter type.
    For example, include the 18-34 age group.
  6. Save your selection for the category.
  7. Repeat steps 2 to 6 for the other targeting categories that you want to use in the targeting criteria.

After your proposal is ready, you can view its related quote from the Quotes related list of the opportunity that the proposal was created for. To help easily identify quotes that are created for proposals, the quote names are prefixed with 'Proposal'.

 
Loading
Salesforce Help | Article