Version (Buying Extension) | 1.2 |
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Role | Order Manager - Fulfilment, System Administrator |
Challenge:
You Do you want to offer your users a streamlined and guided way to configure media buying (for example to meet specific requirements for a DSP or Social Media Platform) and want to make these steps as easy for them as possible?
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In order to be able to use the, there are some steps you have to perform, otherwise, it will result in an unhandled error message by Salesforce.
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Look for the flow ‘Plan Media Buying’ and left-click on it’s its name to edit the flow (similar to what has been described above)
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This is the first screen shown in the flow, which let’s lets the user select the Media Buying Type.
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You can simply move forward and remove any of the choices you don’t need. Your users will then only see the remaining options.
Of course, you are also free to modify any of the remaining steps. Once you are done with your changes, use Save As to save a new version of the flow as described above.
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If you are using the Lightning Pages we included in the Buying Extension you don’t have to do any further steps, since the button is already included. However, if you are using your own page layouts, you will need to add the Lightning Action ‘Plan Media Buying’ to the layout, so that your uses users can start using it.
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Setup:
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Account
External Account ID
Buying Order
Buying Item
Campaign Item
Ad Pric
Ad Spec
Ad Type
Connection
Additionally, they also require permissions to run flows in Salesforce.