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Media Cloud
Enable Data Sync for Active Advertisers and Agencies

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Enable Data Sync for Active Advertisers and Agencies

Create a custom field of the type picklist on the Account object to enable sales reps to mark advertiser and agency accounts that are active. With the new picklist field, system integrators can ensure that account data for only the active advertisers and agencies is synced from Salesforce to WO Traffic.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions with Media Cloud
User Permissions Needed
To create a custom field: Customize Application
To add fields to a page layout:
  1. From the Object Manager, find and select Account.
  2. From the Fields & Relationships section click New.
  3. Select Picklist and click Next.
  4. In Field Label, enter Active.
  5. For Values, select Enter values, with each value separated by a new line, and enter these values: Yes, No.
  6. Click Next.
  7. To ensure profiles assigned to sales reps who work with advertisers and agencies have visibility to the field, configure the field-level security and click Next.
  8. Add the field to the page layouts accessed by sales reps who work with advertisers and agencies, and save your changes.
 
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