Starting ADvendio Version 2.82 and up. The following things are to be considered when activating Lightning for you users. Also make sure to test each of your custom developments thoroughly.
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- ADServer Interface
- Finance
- Inventory Management
- Sales & Order
- Setup - Setings Settings
Tabs make it easier to manage access for the right users to their relevant subjects. These only serves as examples to demonstrate you how you can organize ADvendio for your users. Feel free to add your own apps or reorganize re-organize the default ADvendio Apps.
Here is a list of the custom tabs added with version 2.82. If you've created any of these tabs manually in your Org, they need to be removed in order to install 2.82 or any later version.
Custom Object Tabs:
- Advertiser Agency Relation
- Billing Runs
- Brands
- Briefing Scripts
- Commitments
- Commitment Conditions
- Contents
- Feature Settings
- Forecasts
- Invoice Preferences
- Invoices
- Keys
- Rate Categories
- Regions
- Sites
- Tab Rules
- Tab Setup
- Values
Custom Visualforce Tabs:
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2. Manage Connected App User's Usage
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- Everything related to AdServers (Check Login, Transfer Inventory, Forecast, Push, Delivery Data, Contentding Contending Line Items, Sell through report)
- Invoice Wizard (create PDF + send Emails)
- Email-Status / send failed mails
- Submitting of Emails
- PDF-Status / Create missing PDFs
- Merge PDFs in Billing Run
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The Overview is still accessible via the tab in Lightning Experience, but using the Overview under Lightning might cause unexpected behaviorbehaviour. We recommend to hide the Overview tab from your user profiles, when using Lightning. |
- Campaign Item Related List buttons: Some buttons need a specific selection of Campaign Items in order to work (all AdServer related buttons for example). In the default Lightning Layout you can't see any use the checkboxes in front of the items like in the Classic UI. In order to use, for example "Check Availability" please click on "View All" first.
, please select the items you want to check and press "Check Availability". - Files are generated in addition to instead of attachments (Not a big difference for your end-users /wiki/spaces/IW/pages/6227144.6.1 Create a PDF Document)
Some buttons are turned into Lightning Actions. This shouldn't cause much trouble, but you might have to rearrange page layouts to show the needed actions. Please test all your page layouts before giving users Lightning access.
The changes can be done in the Salesforce1 & Lightning Actions section in the page layout editor:Warning title Javascript Buttons Please take note that JavaScript buttons aren’t supported in Lightning. If you use them as custom solution please transform them to Quick Actions, Custom Buttons or Apex.
4. Set Up a My Domain
Please ensure to set up a My Domain before you switch to Lightning as errors may be caused otherwise.
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If you do not set up a My Domain the following error may be caused while working in Lightning.
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Using My Domain, admins define a subdomain within their ADvendio org. The subdomain name appears in all org URLs and replaces the instance name (such as https://na30.salesforce.com). For example, you can brand your URL by naming the subdomain with your company name, https://myCompanyName.my.salesforce.com/ (for further information and an instruction about how to set it up take a look here: Salesforce - Set Up a My Domain Name).
5. Open Implementations:
The following features are being currently implemented and are coming soon:
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- Campaign Contact creation based on Advertiser Agency Relation Contacts
- Send Quote Via Email doesn't work (Please use Salesforce Standard Activity to send Email, read here how to /wiki/spaces/IW/pages/622715)
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