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Experience Cloud for Your Advertising Sales Business
Admins can set up Experience Cloud sites for external collaborators, such as an advertiser's marketing team or an agency's media buyers, to create or view advertisement campaigns and media plans. Based on the publisher's requirements, the admin can either provide external users access to create and edit campaigns and media plans, or limit access to to only view campaigns and media plans.
Supported Experience Cloud Licenses for Advetisement Sales Management
Here are the Experience Cloud licenses where Media Cloud objects are available for use in sites:
- Customer Community Plus
- Partner Community
Advertising Sales Management Object Access in Experience Cloud
Here's the list of Advertising Sales Management on Salesforce Platform objects that are available for use in Experience Cloud sites, along with the type of access external users can have for each object:
| Object | Read | Create | Edit |
|---|---|---|---|
| Ad Available Target Segment | Yes | No | No |
| Ad Available Target Segment Value | Yes | No | No |
| Ad Creative Size Type | Yes | Yes | Yes |
| Ad Opportunity | Yes | Yes | Yes |
| Ad Opportunity Product | Yes | Yes | Yes |
| Ad Order Item | Yes | Yes | Yes |
| Ad Order Item Ad Space Spec | Yes | Yes | Yes |
| Ad Order Item Creative Size Type | Yes | Yes | Yes |
| Ad Order Item Delivery Frequency | Yes | Yes | Yes |
| Ad Order Item Delivery Schedule | Yes | Yes | Yes |
| Ad Order Line Hiatus | Yes | Yes | Yes |
| Ad Order Line Target Expression | Yes | Yes | Yes |
| Ad Order Line Target Value | Yes | Yes | Yes |
| Ad Product Default Target Value | Yes | No | No |
| Ad Quote | Yes | Yes | Yes |
| Ad Quote Line | Yes | Yes | Yes |
| Ad Quote Line Ad Space Spec | Yes | Yes | Yes |
| Ad Quote Line Creative Size Type | Yes | Yes | Yes |
| Ad Quote Line Delivery Frequency | Yes | Yes | Yes |
| Ad Quote Line Delivery Schedule | Yes | Yes | Yes |
| Ad Quote Line Hiatus | Yes | Yes | Yes |
| Ad Quote Line Target Expression | Yes | Yes | Yes |
| Ad Quote Line Target Value | Yes | Yes | Yes |
| Ad Server | Yes | Yes | Yes |
| Ad Server Account | Yes | Yes | Yes |
| Ad Server Account Contact | Yes | Yes | Yes |
| Ad Server User | Yes | No | No |
| Ad Space Creative Size Type | Yes | Yes | Yes |
| Ad Space Specification | Yes | Yes | Yes |
| Ad Space Spec Product | Yes | No | No |
| Ad Target Category | Yes | Yes | Yes |
| Ad Target Category Segment | Yes | Yes | Yes |
| Ad Target Segment Value | Yes | No | No |
| Ad Target Template | Yes | No | No |
| Ad Target Template Value | Yes | No | No |
| Media Channel | Yes | Yes | Yes |
| Opportunity Line Item Schedule Actual | Yes | Yes | Yes |
Experience Cloud Site for Ad Sales
Admins can use an Experience Cloud site template to create a site where external users can view or create advertisement campaigns and media plans. Admins can use standard components and custom components to build the site to support ad sales workflows that the publisher requires. For example, admins can use standard components to display advertisement campaign details to external users or create a custom component that enables external users to create media plans and configure placements for the media plans.
Experience Cloud Site Access for External Users
Based on the ad sales workflows that the publisher wants to support, the admin must grant external site users access to the required objects. For example, if the publisher wants external users to only view their media plans at a high-level, then admins must provide external site users Read access to objects such as Quote, Ad Quote, and Ad Quote Line. If a site supports advertisers and agencies creating media plans with the required placements, then admins must provide external site users Read and Edit access to objects such as Quote, Ad Quote, Ad Quote Line, and Product.
Experience Cloud Resources
Use these resources to familiarize yourself with how to set up Expeirence Cloud sites:
| Resource | DESCRIPTION |
|---|---|
| Build an Experience Cloud Site | Learn about how to build and customize sites. |
| Learn about ways in which you can provide external users access to sites, objects, and fields. |
