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Salesforce Advertising Sales Management Documentation (Managed Package)
Salesforce products for managing ad sales are available in two applications: Advertising Sales Management and Advertising Sales Management Self-Care. Learn more about each application.
This is an Advertising Sales Management on Managed Package feature. For Advertising Sales
Management on Salesforce Platform, see Advertising
Sales Management on Salesforce Platform.
The Advertising Sales Management Application
Advertising Sales Management combines the best of the Salesforce Customer 360 platform with industry-specific advertising solutions, sales workflows, plus integration into ad serving and order management systems. Advertising Sales Management gives you a unified view of your ad sales business across media properties and sales teams.
Important Advertising Sales Management features include:
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360° view of the Customer and Sales cycle
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Visualizations of all key relationships, including agencies, advertiser, and brand mappings.
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Rich data and analytics to track ad purchases and campaigns, including what has been pitched, what has been sold, and how current campaigns are performing.
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Digital contract lifecycle management to speed contract redlining, approval workflow and digital signatures
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Industries Order Management orchestration and decomposition to insert and launch the multimedia ad campaign into the underlying ad and order management systems, as well as make in-flight campaign amendments based on actual vs. forecast reporting.
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Invoice and billing system inquiry and integrations to ensure timely and accurate billing.
To get started using these features, see Deploy or Upgrade Advertising Sales Management (Managed Package).
Advertising Sales Management Self-Care
Advertising Sales Management Self-Care empowers publishers to scale out their ad campaign operations. Through Advertising Sales Management Self-Care, your users can create Agency and Advertiser accounts, create media plans, and monitor and modify their existing media campaigns.
Advertising Sales Management Self-Care helps agencies to:
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Create an agency or direct advertiser account. As a publisher, you can either approve or reject your user's request to create an account.
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Plan media activities. Agencies can create media plans, and send the request to you. As the publisher, you can either approve or reject your user's request. After you approve the request, the order goes to the ad server for fulfillment.
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Monitor campaign progress. Agencies can leverage monitoring of the campaign performance and real-time reporting to make informed business decisions.
To get started using these features, see Deploy Advertising Sales Management Self-Care (Managed Package).
- Advertising Sales Management Data Model
Advertising Sales Management uses some extensions to the Salesforce Industries Communications, Media, and Energy data model, along with some new objects which have been introduced to the existing data model. - RFP Ingestion by Using Intelligent Document Reader
Intelligent Document Reader to quickly and accurately extract information from documents, and integrate the extracted data in Salesforce objects. This enables faster response times to provide detailed media proposals to the brand. With Intelligent Document Reader, you can achieve enhanced efficiency and accuracy in campaign management. - Pricing in Advertising Sales Management
Salesforce Enterprise Product Catalog (EPC) offers some out-of-the-box pricing plans to support pricing calculations. Advertising Sales Management leverages the Salesforce EPC Default Pricing Plan, and uses a combination of attribute-based and model-based pricing to calculate the price of media placements.
