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  1. Create an Account for your Programmatic Buyer. ADvendio uses Salesforce Accounts as Advertisers, Agencies, or Programmatic Buyers. If you create the Account with the same name as the Programmatic Buyer has in Google AdManager, our integration logic can automatically connect it to the right entity, otherwise you can also manually set up the mapping.

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  2. Set up the Lightning Flow extension, in order to use the enhancements for Programmatic Buyers: 7.6.19 Configuring Programmatic Buyer Selection via Lightning Flow

  1. Open your Advertisers Account and go to the related list ‘Assigned Programmatic Buyers’. Click the new button, to create a new relation. Your Admin might need to set this up in your Salesforce Account Page Layout.

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  2. Select the Programmatic Buyer account

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  1. that you want to connect to your Advertiser. Repeat this step for each desired assignment.

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  2. Now when creating a New Media Campaign, you can use our Programmatic Buyer Selection, in order to select the applicable Programmatic Buyer. Depending on how the flow is set up in your environment, this can be a button or a part of your Media Campaign Layout.

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  3. If your Advertiser has no assigned Buyers Or you don’t have an advertiser selected, you are still free to choose from the Accounts of your Salesforce Org a Programmatic Buyer.

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  4. After you've chosen your Programmatic Buyer, click the Next button and it will update your Media Campaign.

Note

When importing Programmatic Buyers from Google AdManager the “DV360 Buyer ID” is also imported into the new field Partner/Buyer ID of the Connection ID object in ADvendio, this field needs to be included in the superuser permission set. If the user doesn’t have permission for the new field the import will fail.

The Superuser permission set needs to have included rear or edit for the Field Partner/Buyer ID. Here is more info on how to set it up 7.1.3.1 Permission Set - ADvendio Super User

Available from v2.171