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Configure Ad Availability View Configuration Records for Out-of-Home and In-Store Media Planning

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Configure Ad Availability View Configuration Records for Out-of-Home and In-Store Media Planning

Configure the map list view, filters, and side panel tabs that planners use to discover out-of-home (OOH) and in-store inventory. Salesforce stores each configuration as an ad availability view configuration record.

Required Editions

Available in: Lightning Experience in Enterprise, Performance, and Unlimited Editions with Media Cloud—Advanced.
User Permissions Needed
To create and edit an ad availability view configuration record: Media Cloud Designer

When planners discover a physical inventory on the map, they can view results, apply filters, and use side panel tabs to review line item details. You control each of these actions with an Ad Availability view configuration record that stores a JSON configuration. Set them up so that OOH and in-store planning shows the right fields, filters, and labels.

  1. Set up media type grouping by using the media-types configuration key so locations roll up correctly. Here's a sample configuration snippet: 
    {
  "Linear":                ["TV", "Linear", "National TV"],
  "Digital":               ["Digital"],
  "OOH":                   ["Out-of-Home"],
  "Subscription Services": ["Subscription Services"],
  "In-Store":              ["In-Store", "Stores", "Warehouse"]
}
  2. Configure the columns that appear in the map's list view:
    • For OOH, create an Ad Availability view configuration record with these details, and set its configuration value to a JSON configuration:
      • Configuration Type: Screen
      • Configuration Key: location-list-view-grid
      • Media Type: Out-of-Home

    To configure the map list view for OOH products, use this sample JSON snippet:

    {
  "location": {
    "content": {
      "name": "Location List View Grid",
      "key": "location-list-view-grid",
      "columns": [
        {
          "entityName": "AdSpaceSpecLocation",
          "fieldApiName": "Name",
          "datatype": "STRING",
          "label": "Location Name",
          "showOnGrid": true,
          "width": 200
        },
        {
          "entityName": "AdSpaceSpecification",
          "fieldApiName": "Name",
          "datatype": "STRING",
          "label": "Screen Name",
          "showOnGrid": true,
          "width": 270
        },
        {
          "entityName": "Product2",
          "fieldApiName": "Name",
          "datatype": "STRING",
          "label": "Product Name",
          "showOnGrid": true,
          "width": 180
        }
      ]
    }
  }
}

    Each object in the columns array defines one column. You can configure fields from Products, Ad Space Specifications, Ad Space Spec Locations, and Locations.

    • For in-store, create an Ad Availability view configuration record with these details, and set its configuration value to a JSON configuration:
      • Configuration Type: Screen
      • Configuration Key: location-list-view-grid
      • Media Type: In-Store

    To configure the map list view for in-store products, use this sample JSON snippet:

    {
  "location": {
    "content": {
      "name": "Location List View Grid",
      "key": "location-list-view-grid",
      "columns": [
        {
          "entityName": "Location",
          "fieldApiName": "Name",
          "datatype": "STRING",
          "label": "Location Name",
          "showOnGrid": true,
          "width": 200
        }
      ]
    }
  }
}

    Each object in the columns array defines one column. You can configure fields from the Locations object.

  3. Configure filter panel fields so planners can narrow physical inventory based on campaign briefs and audience requirements.

    Create an ad availability view configuration record with the Filter configuration type and the location-attributes configuration key. Each object in the fields array defines one filter field.

    {
  "filterData": {
    "label": "Advance Filter",
    "isVisible": true,
    "key": "location-attributes",
    "fields": [
      {
        "entityName": "AdSpaceSpecLocation",
        "fieldApiName": "Name",
        "datatype": "String",
        "isVisible": true,
        "label": "Ad Space Spec Location Name"
      },
      {
        "entityName": "AdSpaceSpecification",
        "fieldApiName": "Name",
        "datatype": "String",
        "isVisible": true,
        "label": "Ad Space Spec Name"
      }
    ]
  }
}
    Filter configurations don’t support lookup fields. You can configure fields from Products, Ad Space Specifications, Ad Space Spec Locations, and Locations.
  4. Configure the side panel tabs for each media type.

    Create an ad availability view configuration record for each media type, with the Screen configuration type and the configuration key sidepanel.

    OOH configuration:

    {
  "tabsMetadata": [
    { "label": "Line Item", "isVisible": true, "flowApiName": null, "key": "lineitemdetails", "isSelected": true },
    { "label": "Screens", "isVisible": true, "flowApiName": null, "key": "locations", "isSelected": false },
    { "label": "Attribute", "isVisible": true, "flowApiName": null, "key": "attributes", "isSelected": false }
  ]
}

    In-store configuration:

    {
  "tabsMetadata": [
    { "label": "Line Item", "isVisible": true, "flowApiName": null, "key": "lineitemdetails", "isSelected": true },
    { "label": "Stores", "isVisible": true, "flowApiName": null, "key": "locations", "isSelected": false },
    { "label": "Product SKUs", "isVisible": true, "flowApiName": null, "key": "promotedproducts", "isSelected": false },
    { "label": "Attribute", "isVisible": true, "flowApiName": null, "key": "attributes", "isSelected": false }
  ]
}

    The OOH configuration adds a Screens tab, and the in-store configuration adds Stores and Promoted SKUs tabs. To change a label, or to add or remove a tab, edit the tabsMetadata array.

  5. Configure the labels for the locations tab.

    Create an ad availability view configuration record for each media type, with the Tab configuration type and the configuration key sidepanel-locations. You can configure the label.

    OOH configuration:

    {
  "tabsData": {
    "content": [
      { "section": { "key": "locations", "label": "Screen Locations" } }
    ],
    "additionalData": {
      "labels": {
        "empty-state-header": "Screen locations you select appear here.",
        "empty-state-description": "No screen locations selected yet. Select Add to add locations for this line item.",
        "save-success-message": "Screen locations were updated."
      }
    }
  }
}

    In-store configuration:

    {
  "tabsData": {
    "content": [
      { "section": { "key": "locations", "label": "Store Locations" } }
    ],
    "additionalData": {
      "labels": {
        "empty-state-header": "Store locations you select appear here.",
        "empty-state-description": "No store locations selected yet. Select Add to add locations for this line item.",
        "save-success-message": "Store locations were updated."
      }
    }
  }
}

    The locations tab shows a label specific to the media type, such as Screen Locations for OOH and Store Locations for in-store. If no configuration is present, generic labels such as Locations appear instead.

 
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