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Media Cloud
Flows for Revenue Schedules for Media

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Flows for Revenue Schedules for Media

Revenue Schedules for Media provides preconfigured flows to create or update ad opportunities and ad opportunity product records. These flows automate the process of creating the required records for media business-specific revenue schedules. Admins must activate the preconfigured flows. Based on the company's business requirements, admins can customize and extend the flows based on their requirements.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Advanced
Flow Template Purpose
Create or Update Ad Opportunity The record-triggered flow is automatically run when an opportunity is created or an opportunity's name is changed. The flow either creates ad opportunity for the new opportunity or updates the name of the ad opportunity related to the updated opportunity.
Create or Update Ad Opportunity Products

The record-triggered flow is automatically run when an opportunity product is created or updated. For new opportunity products, the flow creates the a related ad opportunity product. For updated opportunity products, the flow updates the ad requested quantity and name of the related ad opportunity product.

The flow has built-in logic to:

  • Create an ad opportunity if the triggering opportunity products related opportunity doesn't have a corresponding ad opportunity.
  • Decide whether the new ad opportunity product must be associated with an existing ad opportunity or the new ad opportunity created by the flow.

See Also

 
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