Installing The process of installing ADvendio is a very simple process and takes only a couple of minutes to complete. If you need assistance, our team is pleased to help you install ADvendio. However, if you wish to install ADvendio by yourself, the following guide will help you.
There are two ways you may choose to start ADvendio in your system. This depends on your use of Salesforce:
1) If You are already using Salesforce and would like to install ADvendio within your existing Salesforce environment then straightforward and can be completed within a few minutes. Our team is available to provide assistance with the installation if needed. Alternatively, if you prefer to install ADvendio yourself, we have provided a guide to facilitate the process.
You have two options for starting ADvendio in your system, depending on how you use Salesforce.:
1- If you're currently using Salesforce and want to install ADvendio within that environment, please read Chapter 1
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IMPORTANT: To ensure a smooth and uninterrupted 30 day trial experience with ADvendio, we kindly request that you inform us about the installation process and provide us with your Org ID. This enables us to efficiently activate your ADvendio license and ensure that your Trial remains active, preventing any potential access issues. |
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- If
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you do not have a Salesforce environment
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but would like to test ADvendio
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, you can
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sign up for a free 30 days trial on our website
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. This trial already includes the ADvendio package.
If you're only want looking to update ADvendio to the its latest version please have a look at this , please refer to Wiki page: 7.1.1.2 Update ADvendio.
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1. Prepare to install ADvendio within an existing Salesforce Environment
Please read the instructions from this chapter to ensure the correct installation of ADvendio in your existing Salesforce instance.
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First of all, we ask you to check the fulfilment of the requirements. These settings are binding for the correct installation of ADvendio. Please read the requirements here: 7.1.1.1 ADvendio Requirements.
Please also check the following warning:
Warning title Package and Custom Objects and Fields We highly recommend avoiding the usage of custom objects or fields that use the same API name as the ADvendio Package. So please make sure to rename any object you already have custom made.
Example to avoid:
- Advendio Package Object: ADvendio__Ad_Type__c vs.
- Your Custom Object: Ad_type__c
Applications and components are installed as packages.
Click Setup to navigate to your installed packages.
Click Installed Packages to see all packages.
Check, if any package of ADvendio is already installed.
If ADvendio is already installed, you only need to update your version to the latest one. Therefore have a look at this article: 7.1.1.2 Update ADvendio.
After this check, you may finally start the installation as explained in the next chapter.
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2. Install ADvendio into an existing Salesforce environment
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Please ensure, that Install for All Users is selected.
Click the button Install.
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Please be careful at this step |
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: Install for All Users ensures that all ADvendio objects and permissions are available for your profiles. This is the ideal option for most customers. If you are already using ADvendio, want to update to a new version and are using very specific user profiles, check out the following article for more information about how profiles and permissions are set during updates of |
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Note: You might be asked to approve third-party access. Please mark the checkbox Yes, grant access to the third-party website and click the button Continue to proceed. |
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It is expected behaviour for the ADvendio package to require third-party access in order to communicate via API with the ad server. That behavior is normal.
2.4 Grant Access Rights to Package
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Now that the installation is completed take a closer look at our knowledge base to customize ADvendio to your needs. The first steps The introduction part will help you with getting get started. To be able to use ADvendio your media database needs to be structured as explained in the inventory management chapter. If you want to connect ADvendio with your ad serverAdServer, find out how to enter your ad server AdServer login.
If you need any assistance in adjusting ADvendio and your existing Salesforce environment, don't hesitate to contact our support team.
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