Set Up and Configure Advertising Sales Management

Set up capabilities that enable ad sales admins, media planners, and sales reps to manage the company's ad sales business in Salesforce. Provide users the permissions they require based on their roles and responsibilities in the company. Configure your Salesforce instance to meet your company's ad sales business requirements.

• General Settings for Advertising Sales Management
  Provide employees in your company access to perform their everyday ad sales responsibilities in Salesforce and system integrators permissions to create process for external integrations. Turn on Advertising Sales Management and Revenue Cloud features that power your ad sales business. Add picklist values for Advertising Sales Management objects based on your business requirements and add Sales Transaction Type records.
• Context Definition for Advertising Sales Management
  The MediaPlanTransactionContext plays a key role behind-the-scenes in managing actions related to the ad sales lifecycle such as creating quotes for media plans, converting quotes to orders, amending orders, and enabling callouts to external ad servers using Dynamic Revenue Orchestrator. The context definition consists of the required standard object mappings and the context tags that populate information in media plans and orders.
• Set Up Product Configurator for Advertising Sales Management
  The ad sales admin can design attibute-based rules for products and services. For example, a simple rule can hide invalid attributes when media planners and sales reps configure the an ad placement in a media plan. Admins must set up Product Configurator to enable ad sales admins to create product attribute rules.
• Pricing Procedures for Advertising Sales Management
  Advertising Sales Management provides a default pricing procedure to calculate the prices of ad placements in media plans and orders. Admins must update the make a copy of the default pricing procedure and associate it with the context definition that's created by extending the standard MediaPlanTransactionContext context definition. Along with the procedure for product pricing, the admin must also configure the pricing produce that's used to display product prices when media planners and sales reps select products to add to a media plan or media proposal.
• Flows for Advertising Sales Management
  Advertising Sales Management provides a preconfigured flow to automate the process of deciding the goal type of ad placements in media plans based on the configuration of ad placements. To enable the assetization of ad placements and services that are part of an advertisement campaign orders, the admin must activate a preconfigured flow that's provided by Revenue Cloud to assetize products of activated orders.
• Configure Salesforce Document Generation for Pitch Decks (Beta)
  Media planners and sales reps can generate branded pitch decks for their media proposals. To generate pitch decks for media proposals, Salesforce Document Generation is used. Admins have to configure Salesforce Document Generation to enable media planners and sales reps to generate pitch decks in their preferred formats.
• Ratings KPIs for Linear Media Products
  Maximize pricing integrity and operational efficiency in converged media environments by using ratings KPIs. Use ratings KPIs to calculate and show the projected performance and reach of linear media products. Planners can use ratings KPIs, such as Gross Rating Points (GRPs) to quantify total audience exposure and share to track the percentage of active viewers tuned into a specific program.
• Multi-Ad Server Support for Check Availability
  Advertising Sales Management supports integration with multiple ad servers for the check availability feature. Use this feature to route availability checks to different ad servers based on the media plan line item's ad server record.
• Customizations in Advertising Sales Management
  The Media Ad Sales Management app is a one-stop shop where ad sales admins, media planners, and sales reps can complete their one-time or everyday tasks related to configuring targeting options, managing opportunities, media proposals, media plans, and converting media plans to orders. Admins can customize the Media Ad Sales Management app based on the typical ways in which the company’s ad sales admins, media planners, and sales reps are most likely to interact with the app.
• Additional Capability Setup in Advertising Sales Management
  Advertising Sales Management includes features and capabilities that publishers can use to extend and scale their ad sales operations. Admins can set up these additional capabilities based on their company's business requirements.