Version | 2.131 and higher |
Integrations | Google AdManager, Adswizz, Freewheel, Google Display&Video 360, Datorama, SMART, Xandr |
Roles | System Administrator |
Challenge
To have full control over which user has access to which features, objects and parts of Salesforce, there is a variety of settings available in the profiles and permission sets.
...
To be able to use features such as the submit to Adserver or programmatic imports, a user profile needs to contain at least the following settings:
Profile Settings | What is required? |
|---|---|
Object Settings | We recommend Read and Edit access on all objects and fields directly related to the process you are trying to use. Which field or objects these are depends heavily on the process (we’re planning to provide a more detailed list soon) |
Apex Classes | Depends on the features you are planning to use, our general recommendation is to add all ADvendio apex classes and see if you can restrict access to certain features via object settings (hide the tab) or page layouts (hide buttons and actions) |
Visualforce Pages | Depends on the features you are planning to use, our general recommendation is to add all ADvendio apex classes and see if you can restrict access to certain features via object settings (hide the tab) or page layouts (hide buttons and actions) |
Assigned Connected App | ADvendio |
Custom Metadata Types | ADvendio.Data Import Mapping ADvendio.DeliveryDataMetric |
Custom Settings Definition | ADvendio.ADvendio Settings ADvendio.Adserver Status Mapping ADvendio.ImportExportMapping |
System Permissions | APEX Rest Services API enabled Lightning Experience User |
| Info |
|---|
Depending on the feature you’re using, it might be possible that even less permissions for a user are needed, this is a rough guideline, that will guarantee working integrations. |
...
Accounts
AdServer Customization
AdServer ID Relation
Advertised Brands
Additional Login
Additional Delivery Report Setting (starting 2.150 and up!)
Ad Price
Ad Spec
Ad Type
Campaign Item
Connection
Connection IDs
Connection ID AdSpec Assignments
ConnectionID AdvertisedBrand Assignments
Connection Team Assignment
Contents
Delivery Data (only for sitebased delivery import)
Enhanced Delivery Data (only for enhanced delivery data import)
External Account IDs
Legacy Account IDs
Keys
Key Lines
Key Values
Key Value Presets
Media Campaign
Revenue Schedule
Revenue Schedule Daily (only for daily delivery import)
Selected Areacodes
Selected Brands/Products
Selected Cities
Selected Connection IDs
Selected Contents
Selected Countries
Selected Publication Dates
Selected Regions
Selected Targeting Sets
Targeting Sets
Targeting Set Account Assignments
Targeting Set Ad Spec Assignments
Targeting Set Ad Type Assignments
Targeting Group Ad Price Assignments
Targeting Group Content Assignments
Targeting Groups
User AdServer Assignments
Value
...