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Challenge:
You are currently using ADvendio features like our out-of-the-box third-party integrations of the Connections Module or the automated Invoice Emails of the Finance Module. You are now learning how to set up and use ADvendio features.
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Please click the following link to authorize ADvendio and securely delegate access to manage your data using OAuth.
authorize ADvendio
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What does this mean? And which steps do you have to undertake to use ADvendios integration features?
Solution:
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This message does not indicate a problem. |
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As a Salesforce user, you need to grant access to ADvendio Gateway to access your data for our features and third party integrations to work properly. |
Why is this required?
The ADvendio Connect features, such as our AdServer, SSP and DSP integrations will allow you to push information like the Media Campaigns and Campaign Items from ADvendio into the connected systems, but also to receive information like delivery information automatically into ADvendio.
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However this will only access data required for ADvendio features and the processes all have to be activated either by you or your system administrator, so ADvendio will not automatically modify all your data once you activated authorization.
Which data is accessed?
The ADvendio Gateway will only access Salesforce data that is required for its features. This mainly covers ADvendio objects such as Media Campaigns, Campaign Items or External Account IDs.
We will not access any personal user information such as address, email or date of birth. For certain external systems, ADvendio can access which Salesforce User started the process and send the Name of that user to the External System, but other than that no personal data is used.
How to authorize ADvendio as a Connections User?
To authorize ADvendio for our Third Party Integrations is simple. In the message shown to you, there is a link: ‘authorize ADvendio’
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In some cases the authorization process might need to log in again with your Salesforce Credentials, please do this in order to finish. |
How to authorize ADvendio as a Finance User?
As a user of the ADvendio Finance module, two features are mainly affected. The sending of automated invoice emails via ADvendio and the Merge PDF feature.
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Here you will receive a message at the top of the screen. Please copy the URL from it and open it in a new browser window, to finish the authentication!
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How to remove the authorization of ADvendio?
You can remove the authorization of ADvendio at any time, but this might require the support of a System Administrator, as access to the Salesforce Setup is needed.
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On the following page, you see all Users that are currently using the ADvendio connections. Simply click the revoke button on the right, to remove a user from the list. This user then can not use the ADvendio Connect features anymore and needs to authorize ADvendio again.
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Use Custom Permission instead of letting Users self-authorize
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Please keep in mind, you can only have one way for users to authenticate ADvendio. Either self-authorization or assigning via permissions. |
Instead of letting users handle the authentication themselves, you can predefine permissions, for who has access and who has no access to the Connected App and all related features. This can be done as part of the Profiles & Permission Sets.
Change the ADvendio connected app settings
Go to the Salesforce Setup and look for the ‘Manage Connected Apps’ section.
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This now changed the ADvendio connection, so that users won’t authorize themselves, but the Admin chooses which users are authorized. |
Assign ADvendio Connected App permissions
The next step is to grant access permissions to the required users for the ADvendio-connected app. This can be achieved through Permission Sets or User Profiles.
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Continue to save the permission set and assign it to the users, who need to access ADvendio connect.
App_ACCESS_DENIED Error
If you activate the Admin authorization as described above, some users might receive the following error message:
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This means, that the user does not have the required permission to use the connected app ADvendio. Please check your Profile and Permission Set settings.
ADvendio Connected Apps (Remove legacy app)
When reviewing the setup, you might see there are two connected apps:
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