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In order to help you with this ADvendio offers multiple tools. We’re using our own Salesforce Objects called Programmatic Advertisers and Programmatic Prices for you to store the connection to your Salesforce data.Programmatic Wizards:
Why the mapping?
Our end goal is to turn the programmatic data incoming, into Media Campaigns. This will help you to track your monthly programmatic revenue in ADvendio, but also to easily use this information in our accounting module. For this we need to map certain data to your existing Salesforce records, in order to build the right relations.
When we look at the incoming data, it is something like this:
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Here we want to relate the different columns to different parts of the ADvendio data. Like Programmatic Advertisers to Accounts and the inventory information to Ad Prices:
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Which ultimately allows you to create Media Campaigns for your data. For example to track: Revenue per Advertiser and Programmatic Partner.
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What can be mapped?
For both you can find a separate Wizard, which will help you get an overview about your data and create new connections:
7.7.8.3.1 Connect the Buyers / Advertisers to your ADvendio Accounts
7.7.8.3.5 Connect Programmatic Partners to relevant Salesforce Partner Accounts
How to quickly connect a lot of data
You might come into situations, where you will need to manage a lot of data at the same time. In order to help you, we added some neat features into our Programmatic Wizards:
7.7.8.3.3 How to quickly assign many Programmatic Advertisers & Prices to Salesforce
Configuration Examples:How to generate Media Campaigns from your Programmatic Data?
7.7.8.4 How to generate Media Campaigns from your Programmatic Revenue Data
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Setup:
In order to use these features your users will require permissions, read and edit access to the following:
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