The Optimizer is a great feature that can be customized to your specific needs. This section describes how you as an Administrator can set up and configure the optimizer tool.
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Please enable Chatter Feeds to use this feature! |
1. Change the picklist values
The picklist values for "Source" (prepopulated with "Proactive" or "Order Optimization" and "Reactive" or "Order Amendment") and Reason (Swap AdSpec, Change of Debtor, Discount Correction, Frequency Capping Modification, Price Correction, Reconciliation, Runtime Reduction, Runtime Extension, Modification of Targeting, Other) can be modified.
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- Navigate to Setup - Object Manager - Optimizations and find the field Reason in the Fields & Relationships section.
- To change the wording on the values in the Source please use the translation workbench.
- Optionally: Add a field dependency to make certain reasons only available for either pro or reactive optimizations.
2. Tab Settings
Tab Settings can be shared by Media Configuration and Optimizer. You can configure the fields to add or edit an item works similar to 7.2.2 Setup Media Configuration.
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Please remember that if no items in the multiselect picklist "Feature Assignment" are selected the tab is active for all features. You can exempt features by marking the other ones. |
3. Tab Rules (optional)
Tab Rules can also be shared by Media Configuration and Optimizer. Configure Tab Rules similar to 7.2.2 Setup Media Configuration.
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Please remember that if no items in the picklist "Feature Assignment" are selected the rule is active for all features in that list. You can exempt features by marking the other ones. If you don't use this tab rule you can delete the record itself. |
4. Approval Workflow
It is recommended that you add an approval workflow on the optimized versions which will have to set the approved checkbox (ADvendio__Approved__c) to true.
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