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Available with Version:

2.152 and up

Role

Administrator

ADvendio Edition

AMS

Challenge

Defining permissions to access certain actions of the Creative Upload feature.

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Solution

Salesforce allows you to define standard permissions for each field, object or action existing based on profiles.

To cover the same flexibility also in our Ad Material management component we built a setting which supports you in doing so. Please follow the steps below to allow or restrict access to the Creative Upload actions.

Go to the setting record

Go to the App Launcher and open the Feature Settings object to find the relevant setting.

In the list of all Feature Settings look for the following Feature Setting template record which was created in your org after installing the 2.152 release (or higher).

Field name

Value

Feature Setting Name

AdMaterialProfilePermissions

Feature Name

AdMaterialManagement

Template Name

-

Value

Default value:

[{"profile": "Template User", "permissions":[{ "action": "Submit for Approval", "allowed": true},{ "action": "Delete Creative", "allowed": true},{ "action": "Remove Assignment", "allowed": true},{ "action": "Edit Creative", "allowed": true},{ "action": "Select Existing Creative", "allowed": true},{ "action": "Upload Creative", "allowed": true},{ "action": "Submit to External System", "allowed": true}]}]

Adjust the setting record

After opening the setup record it is needed to adjust the Value field of the record.

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