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Media Cloud
Relate Ad Servers to Advertisers, Agencies, and Contacts in Advertising Sales Management

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Relate Ad Servers to Advertisers, Agencies, and Contacts in Advertising Sales Management

Publishers often serve advertisements on their media properties for advertisers and agencies from specific external ad server instances. Individuals from the advertisers and agencies are also provided access to the ad server instance that serves their ads. The sales team can map the accounts of advertisers and agencies to the ad server instances that server their ads. The sales team can also map the contacts of the individuals from the advertisers and agencies to the ad server instance they have access to.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Advanced
User Permissions Needed
To associate ad servers with accounts and contacts: Media Cloud Designer permission set

Map Advertisers and Agencies to their Ad Server Instances

  1. From an Ad Server record, click Related.
  2. On the Ad Server Accounts related list, click New.
  3. Enter these values:
    • Ad Server Account Name: Enter an unique name that represents the account of the advertiser or agency.
    • Advertiser: Select the account that you want to associate with the ad server.
    • Ad Server Advertiser Identifier: Enter the unique identifier of the account on the external ad server instance.
    • Account Type: Select whether the selected account belongs to an advertiser or an agency.
    • Account External Identifier: Enter the unique identifier of the account on other external system.
    • Properties: Enter information about various attributes that are unique to the account in the external ad server instance such as labels.
    Tip
    Tip If you can't find Advertiser or Agency as picklist values for the Account Type field, ask your Salesforce admin to add the picklist values in the Account Type field in the Ad Server Account object.
  4. Save your changes.

Map Contacts to their Company's Ad Server Instances

  1. From the App Launcher, find and select Ad Server Account Contact.
  2. Click New and enter these values:
    • Name: Enter the name that uniquely represents the individual and the ad server instance that they have access to.
    • Ad Server Account: Select the ad server account that belongs to the individual's company.
    • Contact: Select the contact of the individual who has access to the ad server instance.
    • Contact Type: Select the role of the contact.
    • Ad Server Account External Identifier: Enter the unique identifier of the individual on the external ad server in relation to the advertiser or agency they belong to.
    • Ad Server Account Properties: Enter information about various attributes that are unique to the individual in the external ad server instance such as the reports that the individual has access to.
    • Active: Select the checkbox to indicate that the individual currently has access to the external ad server instance.
    Tip
    Tip If you can't find picklist values that represent the types of contacts you can try to relate to ad servers, ask your Salesforce admin to add the picklist values in the Contact Type field in the Ad Server Account Contact object.
  3. Save your changes.
 
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