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During the final stage of a media campaign, when your customer accepts your proposal and ordered your campaign, you can create an order confirmation ready to be sent to your customer. The process of creating a order confirmation is the same as creating a proposal. But beforehand, you have to make a few changes to the media campaign's details.

Change Document Type

Double-click the document type in the media campaign's detail section. Then change the pick-list's values. Now continue like when you create a proposal: Click the Generate Document button to open the pdf. 

When you have opened a media campaign you can create this campaign's proposal with just a few clicks. As a PDF document it is ready to be sent to your customer.

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The layout for this offer is defined by 7.5.1 Configure your Proposal Layout and will follow the 7.5.5.4 Quote / Invoice Preference Hierarchy.



Lightning Design:


  1. Close with attachment - which For Lightning users, this will save your file to the attachment the Notes & Attachments as well as the Files related list in your media campaign and for lightening users also in as a fileMedia Campaign. Both are saved as Type File. (Version 2.82)

  2. The pdf offers two options in Classic:

    1. Close with attachment - which will save your file to the Notes & Attachment related list in your media campaign and for lightening users also in as a file. (Starting version 2.82)Media Campaign as an Attachment. 
      Salesforce Classic:
    2. Send via E-Mail (SF Classic only)will open a new window where you can enter your recipients. This option is only available where your PDF document is of Type Attachment, not File.