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Media Cloud
Add Advertisers and Agencies in Advertising Sales Management

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Add Advertisers and Agencies in Advertising Sales Management

Members of the sales team can add information about the advertisers and the agencies that the publisher services and relate agencies to the advertisers that they work on behalf of.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Advanced
User Permissions Needed
To add and relate accounts for advertisers and agencies:

Create on Accounts

AND

Media Cloud Designer permission set

Create Accounts for Advertisers and Agencies

  1. From the App Launcher, find and select Accounts.
  2. Click New and complete these key aspects of the advertiser or agency:
    • Name: Enter the name that uniquely represents the advertiser or agency.
    • Type: Select whether the account is for an advertiser or agency.
    Tip
    Tip If you can't find Advertiser or Agency as picklist values for the Type field, ask your Salesforce admin to add the picklist values in the Type field in the Account object.
  3. If you're creating an account for a brand of an advertiser, select the advertiser's account as the parent account.
  4. Save your changes.

Create a Party Role Relationship to Represent Advertiser and Agency Relation

  1. From the App Launcher, find and select Party Role Relationships.
  2. Click New and complete these key aspects of the relationship:
    • Name and related role name: Enter the name of the relationship as Advertiser-Agency Relation.
    • Relationship Object Name: Select Account Account Relationship.
  3. Save your changes.

Relate Agencies with the Advertisers They Work For

  1. From the App Launcher, find and select Account Account Relationships.
  2. Click New and complete these key aspects of the advertiser and agency relationship:
    • Account: Select the account of the advertiser.
    • Related Account: Select the account of the agency.
    • Party Role Relationship: Select Advertiser-Agency Relation.
    • Start and end dates: Select the dates between which the agency is contracted to work on behalf of the advertiser.
    • Active: Select the checkbox if the selected agency is currently working on behalf of the advertiser.
    • Hierarchy Type: Select Peer.
  3. Save your changes.
 
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