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            Configure Your Org for Advertising Sales Management Self-Care

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            Configure Your Org for Advertising Sales Management Self-Care

            Perform the required configuration tasks to prepare your org for Advertising Sales Management Self-Care.

            Managed Package Icon This is an Advertising Sales Management on Managed Package feature. For Advertising Sales Management on Salesforce Platform, see Advertising Sales Management on Salesforce Platform.

            Before You Begin:

            To prepare your Salesforce org for Advertising Sales Management Self-Care, complete the following steps:

            • Enable Digital Experiences
              The Salesforce Digital Experience Platform (DXP) helps you deliver connected digital experiences fast. To create the Advertising Sales Management Self-Care customer portal, enable Digital Experiences.
            • Set Public Access Settings
              Public Access Settings for Advertising Sales Management Self-Care define what unauthenticated users can do on your Digital Experience Portal site.
            • Allow Guest Users to Upload Files
              Guest users must upload KYC documents before they can submit their application to create an account in the Advertising Sales Management Self-Care customer portal. Enable the required permissions to allow anonymous or guest users to upload files.
            • Create Sharing Rules for Guest Users
              For your anonymous or guest users to be able to access certain features of the Advertising Sales Management Self-Care customer portal, you must first create sharing rules in the admin console.
            • Configure Settings and Properties for the Customer Portal
              Using the Site Builder, configure the settings and properties for your Advertising Sales Management Self-Care customer portal.

            Enable Digital Experiences

            The Salesforce Digital Experience Platform (DXP) helps you deliver connected digital experiences fast. To create the Advertising Sales Management Self-Care customer portal, enable Digital Experiences.

            Managed Package Icon This is an Advertising Sales Management on Managed Package feature. For Advertising Sales Management on Salesforce Platform, see Advertising Sales Management on Salesforce Platform.

            Before you begin, ensure that your My Domain name accurately reflects your brand and is the name you want to use for your Digital Experiences site.

            Next, perform these steps to enable Digital Experiences:

            1. Go to Setup.
            2. In Quick Find, enter Digital and click Digital Experiences, then click Settings.
            3. Select Enable Digital Experiences.
            4. Review the Domain Preview information, then click Save.
            5. Click OK to register the domain name.
            6. In Quick Find, enter Digital and click All Sites.
            7. Click New. The creation wizard opens with several templates for you to choose from.
            8. Click the Build Your Own (Aura) template and then click Get Started.
            9. Enter the name of your site and the URL, and click Next.

            Set Public Access Settings

            Public Access Settings for Advertising Sales Management Self-Care define what unauthenticated users can do on your Digital Experience Portal site.

            Managed Package Icon This is an Advertising Sales Management on Managed Package feature. For Advertising Sales Management on Salesforce Platform, see Advertising Sales Management on Salesforce Platform.

            All prospective agency users start as a guest user. After they create a login, they're granted Partner Community level access.

            1. From Setup, enter sites in Quick Find and click Sites under Sites and Domains.
            2. Click the site you'd just created.
            3. Click Public Access Settings and click View Users.
            4. Click Edit corresponding to the Guest User account.

              Guest users must have the required permissions to run OmniStudio components, and will also require Edit permissions for the Account, Contact, Payment Method, and Lead objects.

            Allow Guest Users to Upload Files

            Guest users must upload KYC documents before they can submit their application to create an account in the Advertising Sales Management Self-Care customer portal. Enable the required permissions to allow anonymous or guest users to upload files.

            Managed Package Icon This is an Advertising Sales Management on Managed Package feature. For Advertising Sales Management on Salesforce Platform, see Advertising Sales Management on Salesforce Platform.

            1. In the admin console, go to Settings and click Setup.
            2. In Quick Find, enter Profiles and click Profiles.
            3. Clone the Partner Community User profile and create a new profile called Agent Partner Community User and Advertiser Partner Community User profiles.

              Assign the following permission sets to the new profile: MediaCloudBasePsl, MediaCloudPlusPCPsl, MediaCloudBaseRuntime, MediaCloudPlusPCRuntime.

              Note
              Note

              In an org with OmniStudio enabled, assign the ASMSL Partner User Omnistudio Access permission set to the user to run OmniStdio components. To enable the user to perform CPQ operations, assign the CPQ Runtime Cart Operations Digital Experience User or Partner permission set.

            4. Save the profile.
            5. Clone the Partner Community User profile again and create a second new profile called Advertiser Partner Community User profiles. Assign the same permissions.
            6. Save the profile.

            Create Sharing Rules for Guest Users

            For your anonymous or guest users to be able to access certain features of the Advertising Sales Management Self-Care customer portal, you must first create sharing rules in the admin console.

            Managed Package Icon This is an Advertising Sales Management on Managed Package feature. For Advertising Sales Management on Salesforce Platform, see Advertising Sales Management on Salesforce Platform.

            1. In the admin console, go to Settings and click Setup.
            2. In Quick Find, enter Sharing and click Sharing Settings.
            3. Click Edit.
            4. Set the External Access for the following objects to public: Vlocity OmniScript, Vlocity OmniScript Compiled Definition, Vlocity OmniScript Element.
            5. Click Save.
            6. On the Sharing Settings page, select Accounts from the dropdown list.
            7. Under Account Sharing Rules, click New.
            8. Enter a Label and Rule Name for the Guest User account. Under Criteria, set the following parameters:
              Parameter Value
              Field Active
              Operator not equal to
              Value Yes
            9. Set the Default Account and Contract Access to Read Only.
            10. Click Save.
            11. On the Sharing Settings page, select Vlocity OmniScript from the dropdown list.
            12. Enter a Label and Rule Name.
            13. Select the Guest user access based on criteria option.
            14. Under Criteria, set the following values:
              Parameter Value
              Field By ID
              Operator not equal to
              Value null
            15. Set the Access Level to Read Only.
            16. Click Save.

            Configure Settings and Properties for the Customer Portal

            Using the Site Builder, configure the settings and properties for your Advertising Sales Management Self-Care customer portal.

            Managed Package Icon This is an Advertising Sales Management on Managed Package feature. For Advertising Sales Management on Salesforce Platform, see Advertising Sales Management on Salesforce Platform.

            1. Go to Setup.
            2. In Quick Find, enter Sites and click All Sites under Digital Experiences.
            3. Click Workspaces corresponding to your Advertising Sales Management Self-Care site.
            4. Click Administration.
            5. Click Preferences in the sidebar.
            6. Select Give guest users access to public Chatter API requests.
            7. Select Let guest users view asset files and CMS content available to the site.
            8. In the sidebar, click Members.
            9. Add the following profiles to the Selected Profiles column, and then click Save: Agent Partner Community User and Advertiser Partner Community User.
            10. In the sidebar, click Settings and click Activate.
            11. Click OK.
             
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