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We are constantly extending ADvendio for you. To make sure you don’t miss any of the latest improvements and know what you have to do in order to make these features available for your whole team, we’ve created this page. Check the release notes regularly if you like to implement new features and to keep your system up to date.

Don't forget that you can sort the columns by clicking on the icon next to the table headers.

Release Notes - Version 2.87 - Sprint 2017-07

title
Note
titleAttention:

To prepare ADvendio to become Lightning Ready we included new custom tabs for many objects and pages (this will help support the navigation in Lightning Experience). These tabs however might lead to problems while updating to ADvendio version to 2.82 or higher in the case that you have had build your own custom tabs. You might receive an error message about existing custom tabs, please delete your old tabs and repeat the installation. Afterwards the tabs will reappear as part of the ADvendio Package, so that your users can access them.

See the following chapter for further information: 8.8 Activate Lightning

Warning


Attention - Please abide the following update order:

...

Before updating ADvendio from a lower to the newest version 2.89 you first need to install

...

version 2.82.2.

...

Please use the following installation

...

links:Else you will receive an error message upon installation. Don't worry your data and current installation won't be affected by that error.

...


To install ADvendio Summer 2017 version 2.

...

87, with

...

newest patch

...

2.

...

87.

...

5, please use
  • this link for your Production Environment (Org) or
  • this link to install it in a Sandbox.  

Please ensure that you are not logged into a Salesforce Org where you don't like to install ADvendio! We recommend that you either use an Incognito Window of your browser or use a different browser altogether to install new versions.


VersionTypeComponentDescriptionADvendio Ticket No.WikiHighlight
2.8587ImprovementNew FeatureAccounting Interfaces, Finance, PDF

Now you can link your Terms of Payment with Media Campaigns to save a lot of time and create more accurate Proposals and Invoices.

4.2.9 Early Payment Discounts

7.5.2.1 Activate Early Payment Discount for Quotes and Invoices

AD-3007, AD-3159, AD-2738

In one of the next ADvendio versions we are going to provide you with a standardized interface to connect external accounting systems. Today we took a first step towards that goal. Add your external ids to map each VAT type.

7.6.2.3 Sync VAT with third party Accounting Software

AD-3008, AD-3299x
2.8587ImprovementAccounting Interfaces, Flat Planning, Journal DesignerChanges and OptimizationsAd Material ManagementVarious improvements and optimizations. See more details here:

Change Log for Version 2.84 - 2.87

AD-3055x2700

2.8587ImprovementAccounting Interfaces, Media CampaignOn Media Campaign you can now steer the Payment Processing and predefine this information at Account to save much more time and prevent errors during the Order Fulfillment and Offer process.AD-3054
2.85New FeatureAccounts

With our latest version we have included the solvency status on Account so now you can steer your workflow much more easier and prevent payment defaults.

2.1.13 Credit Rating and Solvency

AD-3102, AD-3166xx
2.85New FeatureAd Material Management, Flat Planning, Journal Designer, PrintWithin one of our next versions we will provide our first Lightning Bolt component for Communities - Upload for Ad Material. We have finished the specification and have started the development - if you have any question please feel free to contact stefan.ropte@advendio.comAD-3092, AD-3089x
2.85ImprovementAd Material Management, Media Campaign, Lightning ExperienceYour users will love this new ADvendio behavior - we have enabled the path for Media Campaign and Material Management.AD-3106xx
2.85ImprovementAdPriceVarious improvements and optimizations.AD-30132.85Changes and OptimizationsAdServer GatewayVarious improvements and optimizations.AD-29572.85ImprovementAdServer Gateway, AdType, DFPUsing DFP and click tracking? Here is an update in our wiki for you: 3.1.5 Ad TypeAD-3126, AD-3155x2.85ImprovementAdServer Gateway, all Exchanges / AdserverChanges and OptimizationsAdManager KanbanVarious improvements and optimizations.AD-3225, AD-2998

2.87ImprovementAdManager Kanban

We extended the AdManager Kanban feature: Now you can additionally display information from related objects on card to give you a better transparency of your campaigns or line items.

4.18 AdManager Kanban / Console

8.4.3 Configure the AdManager Kanban / Console

AD-2951, AD-3238x
2.87ImprovementAdPrice, Content, Key Values, Knowledge Base

Are you using content on key-values? Read some updated wiki - articles we have provided for you:

7.3.3 Transfer and manage Key Values

3.7.1 Content Assignments

7.3.3.2 Key AdPrice Assignments

AD-3067x
2.87ImprovementAdServer GatewayVarious improvements and optimizations.AD-25062.85Changes and OptimizationsAdServer Gateway, Campaign ItemVarious improvements and optimizations.AD-29662.85ImprovementAdServer Gateway, DFP

Your user should not see the Criteria Breakdown at DFP - Availability Check? Here is a brand new wiki article which describes how you can configure this feature:

7.2.1 Administration Settings

AD-2858, AD-3157x2.85ImprovementAdServer Gateway, DFPWith our new Version 2.85 we support DFP API version 201705v Interface Version ControlAD-2707x2.85ImprovementAdServer Gateway, DFP, Geo TargetingUsing our new Geo Targeting - here is an updated wiki article for you: 3.5.4 Import Geo- and Technical Targeting DataAD-3038, AD-3097x2.85ImprovementAdServer Gateway, Geo Targeting, PDF

With our new Geo Targeting feature now it is also possible to steer which information will be shown on your Quote and Invoice PDF.

4.3.6 Geo and Postal Code Targeting

AD-2956, AD-2962x
2.85New FeatureAdSpecs, AdType, Media Search, Select Search, TargetGroups

You would like to support your sales to find the right product for the right Target Group/ Audiences or goals of a campaign? Now you have the the possibility to store this information also in ADvendio - here you can see how it works:

3.9 Target Groups or Audiences

7.2.9.1 Edit Picklist Values Sets (Global Picklists)

AD-3030, AD-3156xx
2.85ImprovementAdTypeVarious improvements and optimizations.AD-30882.85ImprovementArea Classification, Knowledge Base

If you need a sales territory in ADvendio or would cluster your Customers in geographical Areas use this wiki article to find how it works with ADvendio:

2.1.12 Area Classification

7.2.15 Setup Area Classification

AD-2994x2.85Changes and Optimizations3251, AD-3180, AD-3193

2.87Changes and OptimizationsAdServer Gateway / DFP, Geo TargetingVarious improvements and optimizations.AD-3272, AD-3170

2.87ImprovementAdTypeVarious improvements and optimizations.AD-3087

2.87ImprovementAdType, PrintDo your users love to sell inch or millimeter rates? Now it ist much easier to sell these products using tab rules in the New Media Configuration. See here how it works: 4.3.8.1 Sell Ads by Size- Inch / mm RatesAD-3171, AD-3154x
2.87New FeatureAdvertiser Agency Relations, ReportsAre you using the Advertiser-Agency Relation and would like to know how much revenue had been created? Click the new button to a standard report and check it out. You can always customize it to your needs. Read here how to use it: 2.1.6 Advertiser-Agency RelationAD-3212x
2.87ImprovementBooking CalendarVarious improvements and optimizations.AD-31082958, AD-31353169, AD-3137, AD-3130, AD-29493235

2.8587ImprovementBooking Calendar, Knowledge Base

How can I migrate my Booking Calendar settings/templates from one org to another? Here you can see how easy it is:

7.2.4.4 Migrate Booking Calendar Templates from one org to another

AD-3063

The Booking Calendar now allows you to hide Applicability Unit "Week" & "Month" in the day view. 4.9 Old Booking Calendar


AD-2865, AD-3300x
2.8587New FeatureCampaign ItemBooking Calendar, Salesforce1/mobileVarious improvements and optimizations.AD-30783080

2.8587New FeatureImprovementCampaign Item Related List VFPWith one of our next versions we will bring the Campaign Item Related List as a native Lightning component into ADvendio. We have finalized the specification and have started the development of this new feature. If you have any questions please feel free to contact stefan.ropte@advendio.comAD-3039x2.85New FeatureCampaign Item, Frequency Capping, Geo Targeting, Key ValuesWith one of our next versions we will support DFP Creative / Slot Frequency Capping and Targeting. We have finalized the specification and have started the development of this new feature. If you have any questions please feel free to contact stefan.ropte@advendio.comAD-2873x2.85New FeatureCancellation Wizard, Commercial Optimizer, Finance, Invoice Wizard, PDF, PreInvoice Wizard

Since 2.85 we have included 2 new PDF templates for Proposal and Invoice in a portrait version. See here how it works in detail:

7.5.1.1 Quote Layout (Landscape)

7.5.1.2 Quote Layout (Portrait)

7.5.1 Configure your Proposal Layout

AD-2944, AD-3132

Would you like to know how much of your Media Service had been delivered of which the Advertiser is paying? ADvendio now offers a new KPI which is called Pay Factor. This will make it easy to measure and compape different team performances or monitor Channels (Programmatic Sales / Direct Sales) against each other.

4.2.6.1 Pay Factor

7.2.1.1 Administration Settings

AD-2076xx
2.8587Changes and OptimizationsCommercial Optimizer, Device / Connection Targeting, Geo Targeting, Media ConfigurationVarious improvements and optimizations.AD-31423104, AD-3120, AD-3096, AD-31252853

2.8587ImprovementCommercial Optimizer, Finance

Are you using the Commercial Optimizer also for cancellations? We have increased the functionalities here to prevent any user error. Please have a look at our wiki for more details:

4.11 Media Campaign Optimizer

AD-2855, AD-3158xCommitmentThe Commitment feature offers a new KPI: For each commitment condition it measures how high the degree of fulfillment is. This saves time instead of opening a report - just click on the record and it will show you how your customer is performing. 4.16.5 Monitor CommitmentsAD-2793x
2.8587Changes and OptimizationsCommercial Optimizer, Key ValuesCreative UploadVarious improvements and optimizations.AD-31003101

2.85ImprovementCommitmentVarious improvements and optimizations.AD-2860x2.85Improvement87New FeatureDelivery Data

Now the life is much more easier for your Campaign Manager with the new enhancement of our Feature Manual Delivery Data Wizard. It enables you to steer which numbers are used on Invoices and Campaign reports.

4.13 Manual Delivery Data

AD-2874, AD-3161, ProgrammaticIf you are working with Google's AdExchange notice this change: We have enhanced our delivery data import. See here how ADvendio can save you time and supports your Order manager: 7.7.1.2 Setup Ad Exchange for Google Ad ManagerAD-3083xx
2.8587ImprovementExclusivity Check, Media CampaignVarious improvements and optimizations.AD-3124, AD-31312.85ImprovementFinance

To save much more time we have our Delivery Data Update for Pre Invoices now batchable - see here how to configure this:

7.6.7 Schedule "Update Delivery Data" for PreInvoices

AD-2711, AD-3162New FeatureDelivery Data, Publisher Payout, ReportsThe new Publisher Payout feature we have implemente a much more detailed view of Delivery Data - with 2.87 we have included the Enchaned Delivery data. This new feature pull from DFP Clicks, Impression by Device Dategory or Country. Also a breackdown by every involed AdUnit is included. Last but not least you can now also import the vast comlition rate if you using the videio module from DFP. Much more date for much more tranparency and a berr campaign reporting. 6.7 Publisher PayoutAD-2906, AD-3297xx
2.8587New FeatureFinance, Invoice Wizard, PreInvoice Wizard

Now you can steer much more accurate what in detail you will invoice. ADvendio allows now to choose for which Advertising medium you will create invoices. See here how it works:

7.2.1 Administration Settings , 7.6.3 Customize your Finance Wizards

AD-1967, AD-3075Knowledge Base, Payment ConnectFor all our swiss costomer we have included the ESR Code to make the payment much more easier. See here how its works. Next year we will also includ the QR Code for ESR into ADvendio. 6.3.11.2 Generate Swiss ISR Code / ESR CodeAD-3283, AD-2985xx
2.8587ImprovementGeo TargetingVarious improvements and optimizations.AD-30203148, AD-3098, AD-3095, AD-3094, AD-30683177

2.8587New FeatureImprovementKey Values, KeyValue Presets, Knowledge Base, Media Configuration, PDFDo you love to use our Key Value targeting and often need to add many keys and their values? Now you can save much more time and effort. We have created a new feature called Key Value presets that allows to bundle keys and values. Would help your user to choos the right KeyValue Preset or prevent wrong data during the media Canofiguration - now you can steer which KeyValue Prest is allow for which Adprice. See here how it works:

4.3.7 Key Value Targeting (with or without Presets)

7.3.3.5 Setup Key Value Presets

AD-3065, AD-2578, AD-3057xx2.85Changes and OptimizationsKey Values, Media Configuration/wiki/spaces/SO/pages/129568640AD-3074x
2.87ImprovementKnowledge BaseA new articel offering best practices is available in our Wiki - learn today about how to easily and quick delete existing data: 7.1.10 Delete existing trial or demo dataAD-3147x
2.87ImprovementLightning ExperienceVarious improvements and optimizations.AD-31193182

2.8587Changes and OptimizationsKeyValue ManagerLightning Experience, Media Campaign, SettingsVarious improvements and optimizations.AD-28492895

2.8587New FeatureKnowledge Base, Translation

If you would like to use ADvendio in russian or hebrew - here you can see how easy it is to translate ADvendio in every language:

7.1.8 Localisation and Translation

AD-3117xx2.85ImprovementLightning ExperienceImprovementLightning Experience, ReachVarious improvements and optimizations.AD-3205

2.87Changes and OptimizationsMedia CampaignVarious improvements and optimizations.AD-2997, AD-30703220

2.8587Changes and OptimizationsImprovementMedia Configuration, Net CalculatorVarious improvements and optimizations.AD-30603173

2.8587Changes and OptimizationsMedia Configuration, Publication DatesPostInstallVarious improvements and optimizations.AD-27023249

2.8587ImprovementMedia SearchTo follow Lightning for all features in ADvendio we will release in one of our next versions the Media Search 3.0 - This shiny new lighting component will be available soon. We have finalized the specification and have started the development of this new featurePDFIn the next version you can also uses Contact postal adress to give you much more flexibility to to which Adress you will send an Invoice, Quote or oder confirmation.AD-3286

2.87ImprovementProgrammaticIn one of our futher Version we will suporrt all user for Programmatic Data. We will cerate an Wizard that save a lot of time an effort to assign Account and Adprices to you imported Programmatic data. If you have any questions please question feel free to contact stefan.ropte@advendio.comAD-2832x2.85ImprovementPackages, PDF

Using our helpfully feature Packages we have a relevant update for you: How to configure AE and Discounts for Packages and how to configure this on Quotes and Invoices.

7.5.1 Configure your Proposal Layout

AD-28812996, AD-3160x3271

2.8587ImprovementPackages, PDFPublication Date WizardVarious improvements and optimizations.AD-30533019

2.8587Changes and OptimizationsPDF

If you need more flexibility for Proposal/ Invoice PDF's this is possible with our new partner docomotion from Israel. Please ask your technical Account manager for more details.

AD-2878, AD-2929x
2.85ImprovementPostInstall, SettingsWe have included a Permission set for our Sales cloud, Service Cloud etc. customers to make the life of our Admins easier. 7.1.4 ADvendio Profiles and Permission SetsAD-2806xx
2.85New FeaturePrint, ReportsTo support the Order fulfillment much better we have integrated a new Report "Run Sheet" in our Package - see here how you can find this new report: 4.3.9 Publication DatesAD-3079, AD-3174xx
2.85ImprovementProgramaticVarious improvements and optimizations. Change Log for Version 2.84 - 2.87AD-30222.85ImprovementPublisher Payout

Publisher Payout: See here all relevant and available features from our new Module in ADvendio:

7.2.14 Publisher Payout (BETA)

AD-2905, AD-3163, AD-2923, AD-2909, AD-3164, AD-2964Publisher PayoutVarious improvements and optimizations.AD-3144, AD-3164, AD-2942

2.87ImprovementReachVarious improvements and optimizations.AD-3253

2.87New FeatureReports, Sales Goals

Would you like know how your Sales represenatives are performing compared to there set Sales Goals - check out the new reporting possibilities: 4.10 Sales and Site Goals (Budgeting and Forecasting)

7.2.5.1 Schedule APEX job for Revenue Split

AD-2539, AD-3176x
2.87New FeatureSales Cloud Connect

Now ADvendio helps you to connect Salesforce Oppurtunities with ADvendio Media Campaigns. Get the best out of both worlds and enhance reporting. Read more here: 

4.2.11 Sync Salesforce Opportunities with ADvendio Media Campaigns

8.10.1 Install Sync Media Campaigns to Sales Cloud Opportunities

AD-3071, AD-3213xx
2.8587New FeatureImprovementReach

Sometimes you need a report to see the adfill from your inventory or your inventory is not measurable - now we can help here as well. We have included a new Object Reach that allows to store this imported KPI in ADvendio to get back to full control.

3.10 Reach

AD-3122, AD-3165xx

...

SecurityWith every release the ADvendio team is working hard to improve system and data security. We invested many hours to ensure that ADvendio is save in any kind security aspects.AD-2925


...

Patches for Version 2.

...

87

To install ADvendio version 2.8687.3 please use

  • this link for your Production Environment (Org) or

  • this link to install it in a Sandbox.  

Please ensure that you are not logged into an Org where you don't like to install ADvendio! We recommend that you either use an Incognito Window of your browser or use a different browser altogether to install the new versions.


Version

Type

Component

Description

ADvendio Ticket No.

Wiki

Highlight

2.87.
86
3Changes and Optimizations
Media Configuration, Packages
Publication Date WizardVarious improvements and optimizations.AD-
3223, AD-3183
3320

2.
86ImprovementCampaign Item, Media Campaign, Sorting
87.3Changes and OptimizationsAdServer Gateway / DFPVarious improvements and optimizations.AD-
3207
3312

2.87.
86 PDF
3
Changes and OptimizationsPackages,
ImprovementSales Cloud ConnectVarious improvements and optimizations.AD-3311, AD-
3206
3307

2.87.
86
3
Changes and OptimizationsCommercial Optimizer, KeyValue Presets
ImprovementFinance, Payment ConnectVarious improvements and optimizations.AD-
3201
3306

2.87.
86
3
Changes and OptimizationsKeyValue PresetsVarious improvements and optimizations.AD-31852.86Changes and OptimizationsCommercial Optimizer, Geo Targeting
ImprovementPDFYou would using Contact Addresses instand of Account Adresses on your proposal and invocie PDF's now we support this also in our latest version.AD-3229x



Patches for Version 2.87

To install ADvendio version 2.87.4 please use

  • this link for your Production Environment (Org) or

  • this link to install it in a Sandbox.  

Please ensure that you are not logged into an Org where you don't like to install ADvendio! We recommend that you either use an Incognito Window of your browser or use a different browser altogether to install the new versions.


Version

Type

Component

Description

ADvendio Ticket No.

Wiki

Highlight

2.87.4Changes and OptimizationsPublication Date WizardVarious improvements and optimizations.AD-
3178
3396

2.
86
87.4Changes and OptimizationsAdServer Gateway,
DFP, Geo Targeting, KeyValue Presets
Commercial OptimizerVarious improvements and optimizations.AD-
3172
3373

2.87.
86
4Changes and Optimizations
AdServer Gateway
FInance,
Geo Targeting
PackagesVarious improvements and optimizations.AD-
3170
3404




Patches for Version 2.87

To install ADvendio version 2.8687.1 5 please use

  • this link for your Production Environment (Org) or

  • this link to install it in a Sandbox.  

Please ensure that you are not logged into an Org where you don't like to install ADvendio! We recommend that you either use an Incognito Window of your browser or use a different browser altogether to install the new versions.


Version

Type

Component

Description

ADvendio Ticket No.

Wiki

Highlight

2.
86
87.
1
5Changes and OptimizationsKeyValue Presets,Media Configuration
, Packages
Various improvements and optimizations.AD-
3227
3476