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With ADvendio Version 2.130, we're updating the way Delivery Reports are scheduled. Now you don't need to enter any Salesforce Login Credentials anymore, in order to plan you Delivery Imports! All the needed information, will be taken automatically from the user planning the import.
Why are we doing this?
As the delivery reports are updating data within Salesforce, it is always required to have a connection open to Salesforce. In the past we did this by using the login credentials of your administrator user (or similar). With the new version we're utilizing the oAuth capabilities of Salesforce, which means you won't have to enter and save Salesforce password anymore into ADvendio. Also you won't need to keep your delivery settings in synch anymore with your login credentials, further preventing the reports from crashing and now not every Salesforce User with access to the delivery settings page, will be able to automatically see and copy those login credentials.
What does this mean for you?
First of all, there will be less steps involved in planning your delivery imports and also you won't need to make sure, that the login credentials are up to date, thus lowering the risk of errors in the process.
The best thing ist, that if you update from a previous version to 2.130 or higher, these changes will be applied automatically! Not need to update any settings. Your scheduled delivery reports or programmatic imports will continue as intededintended.
Before Version 2.130
In order to transfer data from the external ad server to your ADvendio.com system, you need to enter administrator salesforce login credentials. Enter your credentials at the top:
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