At ADvendio, we are committed to providing you with the best possible experience through continuous software improvement. Starting in late 2023 and continuing into 2024, we will gradually remove certain features and integrations that are not commonly used. This is being done to improve the functionality and user experience of our platform. We are committed to providing you with the best possible experience, and we believe that this measure will help us achieve that goal.
Important action required for Administrators:
Due to a new mechanism to better understand ADvendio's usage, we need to ask all Administrators upgrading to 2.173 and above to perform steps to ensure ADvendio can continue to be used as desired.
If you do not follow the steps described in the Wiki, your users will not be able to use any ADvendio feature in production instances as they will always receive an error message.
You can read more about this change in our Wiki:
Breaking Change: Version 2.173 and above: Update of License Information for every ADvendio org
Deprecation and cleanup
With the November release, ADvendio will remove certain features and integrations that are not widely used to improve our platform's functionality and user experience. See more info on ADvendio 2023/24 Integrations and Features Deprecation Schedule.
Please note that certain adjustments require manual changes after installation. See the changes by reviewing the ADvendio 2023/24 Integrations and Features Deprecation Schedule.
⚠️ Specifically, fields from the Media Campaign Item and Campaign Item objects need to be manually deleted to continue using our features (Media Campaign Clone and Media Configuration/Optimizer) as expected.
New enhanced Layouts for Connections Customers!
You might notice your Connection Records looking different, that is because with 2.173, we are introducing new Lightning Record Pages for the Connections module and we are starting with your entry point: The connections object!
Find out more about how the new layout can help you and what these changes bring 7.3.1.5 ADvendio Winter 2025 - Enhanced Connection Layout (Lightning Record Page)
Start your AI Journey today!
With the Winter 2025 release, we’re proud to announce our new Campaign Product Recommendation feature as part of the ADvendio AI Addon! Receive tailored, dynamic product recommendations at one click, based on your individual historic sales data. Such as successful products or buying preferences!
And the best part: You can try out the new AI capabilities for free by using our 30-day trial option: ADvendio AI Addon: Overview and Pilot Phase (Free Trial available today)
Have you ever wondered who made a specific change to a Media Campaign and when it happened? We have updated our recommendations for the default field tracking for Media Campaigns, Campaign Items, Invoices, and Invoice Items. This new feature will be automatically enabled for new customers. However, if you are an existing customer, it is worth exploring the benefits of field tracking in Salesforce if you have not started using it yet! For more guidance, please refer to our wiki: How to Use Field History Tracking to Review Changes on ADvendio Key Objects (Media Campaigns, Campaign Items, Invoices, and Invoice Items).
Release recording
Join the Product team as they introduce the exciting new features of ADvendio’s Winter ‘25 release. Please watch our dedicated Release Announcement video.
Installation links for version 2.173
Please find the installation links for this version below:
Installation link 2.173 for your production environment (org) or
Installation link 2.173 to update your sandbox
It's important to ensure you are not logged into a Salesforce org where you don't wish to install ADvendio. We recommend either an incognito window of your browser or a different browser altogether to install new versions.
If you need help during the installation, please see our upgrade tips.
CAMPAIGNSComponents | Issue Type | Description |
|---|---|---|
Ad Material Management / Creative Upload | Changes and optimizations | We resolved an issue where uploading files caused a component exception in Creative Upload. |
API / Dynamic Pricing/Price Rules | Improvement | We implemented a Price Rule no-query mode for the Price Rule application API to offer clients the possibility to increase the response time of the service by letting them handle queries by themselves. |
Audience Segments, Key Values | Changes and optimizations | We fixed an issue with the "Regex replace exceeds heap limit" error message when adding Audience segments |
New feature | We worked on a great feature that many of you have been eagerly waiting for: Custom grouping of Key Values and Audience segments enhanced the component by allowing to Group KeyValues/Audience Segments of the tree into a separated tab. Read more in our Wiki: https://advendio.atlassian.net/wiki/spaces/SO/pages/3271327745/4.20.1.2+Key+Value+and+Audience+Targeting+in+Campaign+Builder#Custom-Grouping | |
Audience Segments / Campaign Builder / Targeting | Improvement | We enabled a new targeting type for FreeWheel: Advanced Targeting to combine Video Content and Inventory targeting. Check it out in our Wiki: 4.20.1.11 Advanced FreeWheel Targeting in Campaign Builder |
Booking Calendar | Changes and optimizations | We fixed an issues where Record Types permission restrictions were not restricted as expected in the classic Booking Calendar. |
For the Check Availability service with our Booking Calendar
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Booking Calendar LWC | Improvement | We added a bunch of enhancements to our Booking Calendar Lightning:
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Booking Calendar LWC | Changes and optimizations | We implemented a series of fixes and improvements to enhance the Booking Calendar functionality, addressing both usability and technical issues:
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Booking Calendar LWC / Campaign Builder, Flows | New Feature | As a recent enhancement, we improved Campaign Builder and Booking Calendar features for flows: |
Campaign Builder | Improvement | We introduced several enhancements and a new feature to the Campaign Builder module, focusing on improving usability, flexibility, and performance:
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Changes and optimizations | We implemented several fixes to enhance the functionality, performance, and user experience of the Campaign Builder module:
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Campaign Builder / Optimizer | Changes and optimizations | We fixed the TargetingEntry error message within the Optimizer |
Campaign Builder Setup | Improvement | We now support to mark a default setup in the Campaign Builder |
Changes and optimizations | We fixed an issue where Reload of ICS reloaded first setting instead of the correct setting. | |
Campaign Item | Changes and optimizations | We resolved an issue related to restricted picklists values and errors thrown in our features when saving invalid values. |
Campaign Item Related List Custom | Changes and optimizations | We fixed an issue related to Package Component displaying API name within Campaign Item Related List and we fixed the visual issue in Campaign Item Related List |
Campaign Item Related List Custom / Translation | Improvement | We enhanced Campaign Item Related List Buttons to show translations |
Check Availability | Changes and optimizations | We fixed an issue related to the Check Availability action which was not supported in a flow outside of the UI. |
Check Availability / Inventory Forecast | Changes and optimizations | We enhanced the Check Availability process from flows when started from Related Listed. |
Check Availability / Media Configuration | Changes and optimizations | Share of Voice is now saved with the correct value after Check Availability. |
Creative Upload | New Feature | As a new enhancement, we introduced a Creative Validation check for Files which are stored externally. |
Improvement | We enhanced data validation for string fields by introducing a minimum number of digits requirement in Ad creative variables | |
Deprecation and Deletion | Technical Debt | As announced some time ago and repeatedly shared since then we started a bigger cleanup in our ADvendio package that we will continue do in the next year as well. With this release we will be deprecating multiple visualforce pages, a few Aura components and a few fields. Please find more information about what to delete manually and a full summary of what was deleted in detail on this Wiki page marked for Winter 24: Deprecation/Deletion Schedule for 2023/2024 Replacement features are presented in this table: Table of Features and Connection Deprecation in 23/24 |
Integration / Google AdManager | New Feature | We implemented a refreshed user experience for Google Token handling to grant OAuth access. |
Inventory Setup assistant | New Feature | We introduced several new features to the new Inventory Setup Assistant component. These include adjusted custom labels for package manager package types. Also, we revamped the Publication Date setup by implementing behavior similar to the previous wizard |
Inventory Setup assistant | Changes and optimizations | We fixed a few Package Manager Bugs. |
Invoicing / Billing run | Improvement | We improved E-mail Addresses Validation to avoid filtering out media related email addresses. |
License Module | Changes and optimizations | We fixed an incorrect license check when running Apex-ADvendio__WebServiceCenter via flow. |
Improvement | We introduced a mechanism to understand the usage of ADvendio better. Therefore an action will be required for Admins. If you do not perform this step, users won’t be able to use any ADvendio feature in production instances as they will always show an error message. | |
LicenseModule / SelfService / Sales Assistant | Improvement | We improved the license check for our self service to differentiate the usage context correctly against the sales assistant for proper licensing. |
Lightning Flow | New Feature | Automatically Push Updates and Cancellations to Third-Party Systems: With our new automation flows, updates and cancellations made to Campaign Items in ADvendio can now be seamlessly synced to connected third-party platforms, such as AdServers. When using the Optimizer, changes or cancellations are automatically submitted, ensuring consistency across systems without manual intervention. Users receive an email notification upon completion, providing streamlined control over active and canceled items. |
Lightning Flow / Media Search | Changes and optimizations | We removed the button from the Media Search in the Flow to replace it with a proper replacement to support the Media Search better in flows: https://advendio.atlassian.net/wiki/spaces/SO/pages/1229586433/8.4.5.2+Setup+the+Media+Search+for+use+within+Flows |
Media Campaign | Task | We worked on improving the deletion process of Media Campaign blocked by Text block MC assignments. |
Media Configuration / Publication Dates | Changes and optimizations | We fixed the issue with custom colouring Custom settings that were not evaluated properly with Publication dates. |
Media Plan | New Feature | We are excited to introduce a new feature in our Agency App! With this enhancement, users can effortlessly import media plan details by simply uploading a CSV file. It's a one-click solution designed to streamline your workflow and save valuable time. |
Media Search | Changes and optimizations | We addressed and resolved multiple issues to enhance the functionality and reliability of the Media Search feature: Search Filtering: We fixed the issue related to the Content Radius Search, ensuring proper filtering with active records as per the admin settings. Quick Search Stability: We resolved problems such as null errors, string exceptions, and restrictive search terms in Media Search quick search, improving accuracy and usability across all searches. Media Basket Behavior: We corrected a bug where deleting an item in the Media Basket would unintentionally unselect the last item, ensuring basket items are managed as expected. Error Handling and Performance: We addressed the "Use FOR loop" error, ensured proper site limitation when Rate Cards are selected, and resolved an issue where Ad Price queries broke the filters. Keyboard Navigation: We fixed the unhandled keyboard arrow issues to enhance the navigation experience for quick searches. Availability Check: We resolved an issue related to the Availability Check, ensuring it performs as expected. Search Term Compatibility: We ensured that Site Search Terms function properly to provide consistent and reliable filtering. |
Package Manager | Improvement | We now support Packages with Budget billing category in the new Package Manager |
Programmatic Data Import | Changes and optimizations | We fixed the issue related to the AdManager Programmatic Data Import, where the Scheduled Import was Not Working |
Programmatic Guaranteed | Improvement | We enhanced the Xandr PG feature by allowing to select the buyer seats on UI for PG Deals. |
Publication Date Wizard | Task | We fixed a weekday bug in Publication Dates Wizard. |
Publication Dates | Changes and optimizations | We fixed the issue related to the Publication Dates when they couldn't be selected if lightning web security is active |
Selection Tree | Changes and optimizations | We fixed an issue in the tree where Select/Unselect all didn't work properly. |
SelfService / Sales Assistant | Changes and optimizations | We fixed an issue with the Media Campaign Name Validation in Self Service. |
Slack | New Feature | We Introduced the Slack Integration to streamline communication and collaboration between Salesforce and Slack, ensuring a seamless connection and efficient functionality. Bringing Salesforce data and workflows directly into Slack for improved collaboration and decision-making: Connecting Salesforce with Slack: We enabled the connection of Salesforce with Slack applications, ensuring a cohesive and functional user experience across both platforms. Salesforce Slack Configuration: We introduced robust object creation capabilities in Salesforce as part of the foundational integration setup, enabling better synergy between the two platforms. Middleware Creation: We developed the middleware layer, establishing a secure and efficient framework to manage the data flow and interaction between Salesforce and Slack. Initial Setup and Preparations: We streamlined the initial setup process to simplify onboarding and configuration for teams adopting the Slack integration. Messages and UI Setup: We enhanced the setup for messages and user interface (UI), ensuring that notifications and interactions are intuitive and provide the right information at the right time. |
Transfer to ADvendio | Improvement | We improved the Transfer to ADvendio functionality, addressing legacy processes and enhancing usability for seamless operation when editing records. |
CONNECTIONSComponents | Issue Type | Description |
|---|---|---|
AdServer Gateway | Task | We implemented significant improvements to the AdServer Gateway to enhance its performance and reliability. These updates include enabling tracking of Booking Calendar Service and Creative Management Service activities in Gateway Usage Reporting for better monitoring. We also evaluated and optimized data model query methods for Salesforce integration. Additionally, we prepared the Gateway for the Salesforce Winter 25 release, ensuring seamless compatibility, |
Improvement | We updated the SF OAuth URL to use MyDomain for improved security and reliability | |
Integration / EQUATIVE | Changes and optimizations | We resolved the Equativ Check Availability issue by fixing the date format bug and enhancing error handling |
Check Availability / Submit to AdServer | Improvement | We enhanced the Check Availability and Submit to AdServer functionality by improving Xandr error handling for invalid targeting IDs and enabling the use of custom AdServer pricing when configured, ensuring smoother and more accurate operations. |
Check Login / Authentication | Changes and optimizations | We optimized the Check Login and Authentication process by implementing better error handling when field permissions are missing |
Creative Upload | Changes and optimizations | We optimized the Creative Upload feature to address issues where external storage files were not returned in the correct order We improved the Creative Upload integration with Xandr by addressing a data formatting issue where the status boolean was incorrectly converted to a string without quotation marks |
Improvement | Additionally, we introduced a new capability to support the import of creatives templates, when using external storage. This required manual adjustment in the past. | |
Delivery Data | Changes and optimizations | We resolved an issue in the Delivery Data module where the Site-based Delivery Report was incorrectly displaying zero deliveries |
Email-Notification | Changes and optimizations | We implemented a new task in the Email Notification module to monitor the email service, enhancing it’s stability. We addressed the issues with email functionality in sandbox environments. |
Integration / FreeWheel | New Feature | We introduced new features in the FreeWheel integration to enhance functionality and flexibility:
These features bring significant improvements in automation, targeting capabilities, and optimization for FreeWheel users. |
Integration / Adswizz | Improvement | We made important improvements to the Adswizz integration to enhance its performance and reliability:
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Changes and optimizations | We introduced changes and optimizations to improve the Adswizz integration:
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Integration / Criteo | New Feature | We’re excited to announce a new partnership between the ADvendio and the Criteo |
Integration / Google AdManager | Improvement | We updated the Google AdManager integration to leverage the latest API version (v202405) |
Changes and optimizations | We made several improvements and fixes to the Google AdManager (GAM) integration to address key issues and enhance functionality:
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Integration / Xandr | Improvement | Xandr Integration: Enhanced Capabilities
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Changes and optimizations | We have made several fixes: Native Creatives File Upload: We addressed issues with the Native Creatives file upload Guaranteed Augmented Blocking Warnings: Optimized processes to resolve blocking warnings related to Guaranteed Augmented items vCPM and CPCv handling: Enhanced our Submit to AdServer, to prevent errors when updating existing Campaign Items | |
Deprecation | Deprecation | As announced in our deprecation list, we’ve deprecated our connections features around the legacy key & value targeting. This will mainly impact our Google AdManager Integration. |
Lightning Experience | Improvement | Experience a new and improved configuration of your Third Party Connections with our new Lightning Page for the Connection Setup. 7.3.1 Create a Connection with a Third Party System (e.g. AdServer, DSP, SSP) |
Submit to AdServer / Check Availability / Ad Type | Improvement | We moved Ad Type settings directly into Campaign Item Fields to simplify workflows and enhance compatibility across Integrations, Submit to AdServer, and Check Availability processes. This will improve greatly the flexibility you have in ADvendio to set up Campaign Items for individual bookings, compare to your preconfiguration on product level. 4.2.5.6 How to overwrite Item Type and Goal settings from your Ad Type on Campaign Items(Ad Type, Goal Type, Goal Percent / Quantity) |
FINANCEComponents | FINANCEComponents | Description |
|---|---|---|
Accounting records | New Feature | We have released the lightening version of the accounting record simulation on the Invoice Item. We have disabled all the processes which should not be run on the Invoice item. |
Improvement | We have enhanced accounting record generation feature by enabling the possibility to run it only for set time period. This decreases processing time and increases the performance.
Whenever you add the the value in this field, it means that the campaign items which has ended more than months set will not be picked up by accounting record generation. | |
Taxes (GST, HST, VAT) | Improvement | We have created the New fields for VAT type 3 and Type 4. We are planning to patch the actual VAT functionalities later after the release is out |
Deprecation | Deprecation | With the version 2.173 we have deprecated:
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Invoicing Wizard | Improvement | With this version we allow users to run several Billing runs to run at the same time if they are run for different legal entities |
New Invoicing wizard in Lightening | New Feature | We have released the new Lightening version of the Invoice Wizard. At the same time we have enhanced the functionality:
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Merge PDF in Lightening | New Features | We have released the lightening version of the Merge PDF functionality on the Billing run. The new feature has following enhancements:
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Pre-Invoice generation | Improvement | During the development of the Delta pre-invoice generation we have cleaned up and enhanced the basic (legacy) pre-invoice generation. It has impact on following functionalities:
We created two new Field on the campaign item which can help you further during the reporting:
During the pre-invoice generation, the result email will contain the filter information to give you more details on the results. |
New Invoice item related list | New Feature | We have introduced new Invoice item related list on the Invoice object. It is not only helpful for all the Delta Users, but might also be use for Basic pre-invoice generation users. Please ask your admin to review the feature settings |
Delta Invoicing | Delta Beta III | We are happy to announce that Delta Beta Version III is out for you to join our forces in testing and making this a key success feature. This version included:
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MEDIA BUYINGComponents | Issue Type | Description |
|---|---|---|
Media Buying | Changes and optimizations | We addressed and resolved several issues in the Media Buying module:
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Task | We enhanced the Media Buying capabilities to deliver a more efficient and flexible experience for managing buying orders and items: Flexible Editing Options: We introduced functionality to allow users to rename orders and items, even if they were prefilled, enabling better customization and clarity. New Component Development: We developed a new component for the Buying Item Related List, improving usability and accessibility for managing related buying data. Enhanced Campaign Item Functionality: we improved the deletion management of campaign items and refined the behavior of related Buying Orders and Buying Items to maintain consistency and reliability. Improved Linking Capabilities: We enhanced the feature to enable users to link existing Buying Orders to their corresponding Buying Campaign Items, simplifying order management. Connection Field Enhancements: We improved the Connection Field Update process, ensuring accurate and seamless integration with connected systems. | |
Buying Configuration UI / Media Buying | Improvement | We made significant updates to the Buying Configuration: Introduced functionality to prevent the record type from changing. Implemented checks for the buying configuration for new order creation. |
Integration / Xandr | Improvement | Reporting Labels: You can now assign reporting labels to Buying Orders and Buying Items for more streamlined tracking and analysis. Unlimited Budget Option: Our integration now supports the Unlimited Budget setting, offering greater flexibility in campaign planning. Pacing Options: Easily set Pacing Options for Buying Orders and define Pacing Percentages for Buying Items, giving you more control over your campaign pacing. Frequency Capping: We’ve added support for setting Frequency Capping, allowing users to define Frequency Capping specifically at the Buying Item level. Inventory Type Selection: Users can now select an Inventory Type in the Supply Strategy section of Buying Orders using a dedicated dropdown menu. The menu offers three options: App & Web, Web Only, and App Only. |
Integration / Google Display & Video 360 | New Feature | Audience Segments Targeting: You can now enable Targeting Audience Segments within DV360, offering more precise control over your campaigns. Improved Campaign Handling: Define Buying Campaigns directly in ADvendio and submit them seamlessly within Buying Orders. Enhanced UI for Targeting: Updated the Targeting Component interface for a smoother experience with Audience Segments in DV360. API Updates: Migrated to Bid Manager API v3 and updated the Buying AdStatus API from v2 to v3 for improved compatibility and performance. Advanced Targeting Enhancements: Introduced support for exclusions in Inventory Types and added the "Congressional District" option for geo-targeting. |
Integration / Linkedin | New Feature | We implemented a refreshed user experience for LinkedIn Token handling to grant OAuth access. |
Integration / The TradeDesk | Improvement | We’ve successfully migrated the API from the Solimar platform to Kokai, ensuring improved performance, scalability, and compatibility with future updates and we improved the messaging when updating a Buying Order. |
Integration / Pinterest | Changes and optimizations | We fixed an issue in the OAuth Token Generation for Pinterest. |
Integration / Facebook | Improvement | We updated the Marketing API of our Facebook Integration to Version 19 |
Integration / Google Ads | Improvement | We’ve updated our system to support API version 17, ensuring compatibility with the latest features and improvements. |