ADvendio Preview Version 2.170 - Spring 2024

Booking Calendar

Improvement

We added the following enhancements to our Lightning Booking Calendar filters:

• You can now use field operators for number, date, and currency fields.

• We implemented a performance improvement for our Booking Calendar Lightning. You will receive the update by installing this release. This will especially help if you are working with result views that need to load many rows.

We fixed the following issues for our Lightning Booking Calendar:

• Field field error display when Filter for active records was enabled

• The results table did not show the correct colors when working with the Content detail mode

• We fixed an issue with Frequency not calculating correctly in Booking Calendar Lightning.

Campaign Builder

New Feature

The following new features were added to the Campaign Builder:

• We have Addressed an issue in the Campaign Builder where mandatory/required fields were not being enforced

• We created the ability to paste key values by adding a comma-separated value list, allowing users to select multiple values for key values and audience targeting by pasting a comma-separated list, with validation and error handling for invalid values

• Enabled to hide/remove empty columns

• Added week numbers to the form until the range

• We added a better overview of which targeting was already selected with an extra summary and an indicator in the targeting builder. ⚠️ Please note that this feature is a beta feature and might still have some inconsistencies.

Improvement

The following improvements were added to the Campaign Builder:

• Ad Price validations are taken into account and exceptions as well

• Adjusted Blackout name in targeting component

• added Frequency Capping to Targeting Rules

• enhanced the Copy Value action logic when copying Publication dates to other items.

• We updated the status for availability checks to mark results as outdated data after a relevant change

• We enhanced the usability of our Key Value and Audience Segment components

• We improved the handling of setting invalid decimals

• We implemented the picklist dependency rules so that users can select picklist values according to the selection on the dependent picklist

• We enabled selecting audience segment presets for Adswizz

Changes and optimisations

The following issues were fixed in the Campaign Builder:

• multiple net calculator logic

• multiple style issues

• multiple issues with the Key Value Targeting

• fixed issues in the calendar and publication date selection

• error shown when Multiple Publication Dates were selected

• amount calculation failed and buttons were greyed out due to a linear package availability check

• the frequency calculation was incorrect when navigating from the Booking Calendar to the Campaign Builder

• fixed Placement based publication dates to be shown over the whole year

• fixed the geo-targeting structure not showing all values

• Price rules failed to apply when freeform values were included

• sort order was not being set correctly after using the copy item feature

• The "Field to share" picklist in split action was not loaded correctly

• Manual date ranges and package Header behavior was not consistent

• it failed with more than 100 not saved items

• it was not loading due to missing permissions

• blank picklist values were updated to the default

• Special discount disappeared when quantity was changed

• Campaign items were not loaded for Campaign Builder flow usage

• There was an error message when using Copy Value Action with a specific setup

• Several validation logics in the Copy item and Copy value logics were fixed

• Copy Value action was not working for Picklist (Multi-Select) fields

• Copy Value did not trigger the Amount Calculation

• Error in Calendar Range with Lightning Web Security Active

• We addressed an error in runtime adjustments for the split of Campaign Items.

• Fixed an issue where the Header for Individual packages didn't update after the copy value was done in the From/Until fields

• fixed an issue with resetting fields after copy/split actions

• there were doubled values when adjusting certain package header fields

• an issue where Targeting information was not saved for packages

• Picklists were not working properly

Ad Material Management

Changes and optimisations

We fixed an issue in the Ad Material Management issue that was not loading the component when there were errors in templates or saved variables. If an Ad Creative has an Ad Creative Template Variable that is invalid, this will not block the Ad Material Management display feedback for the user about the problem

Campaign Item Custom Related List

New Feature

We added the possibility to our Campaign Item Related List to indicate how many items were selected when using a custom component to navigate further.

Changes and optimisations

We have fixed issues in the Campaign Item Related List:

• The "View all" view was broken with multiple packages

• Filter buttons were not working

Check Availability

Changes and optimisations

We fixed a few issues in the Availability Check processes:

• an issue where clients without a Connections license were not able to start exclusive availability checks

• Fixed the issue that error appears while checking availability in a flow

• Check Availability throw error if an Ad Price is set as weekly and the campaign item was running less than 5 days

• Self-blocking records were ignored in the old exclusivity check logic

• availability Check-in Media Search stopped when navigating between Salesforce tabs

Content management

Changes and optimisations

We fixed an issue where the Content tree was loading long or failing in the Targeting Sets Wizard.

Creative Assignment / Creative Upload

Improvements

For Creative Upload, we fixed a problem where users were unable to select an existing creative due to an unknown error.
We also adjusted previews for unsupported types.

We added an important feature for our clients using the Creative Upload feature of ADvendio. To avoid manual overhead we added the possibility to validate dimensions and file size to upload creative files. Feel free to check this great new feature out.
We also added proper possibilities to delete and edit creatives from external storage.

New Feature

Great news for clients using or planning to use our Creative features: We now support external storage for Creatives in Custom AWS Connections. We also made preparations to support Custom Google Connections as external storage.

Dynamic Pricing/Price Rules and Media Configuration

Changes and optimisations

We added handling to evaluate exclusions for Price Rule matching.

Generic Clone

Changes and optimisations

We fixed an issue where fields canceled campaign items; fields were not editable in Media Configuration after the generic clone.

NEW LWC Inventory Setup Assistant

New Feature

We added an Inventory setup assistant that lets you bulk-create sites, placement, and ad types, set ad prices, define ad specs, and even link your inventory to an ad server, all in one streamlined process.

LicenseModule

Changes and optimisations

We updated our feature activation logic to the Salesforce technology. Please note that you might need to contact support if you see messages about "The feature you are trying to use is not part of your ADvendio license." This also applies to your sandbox orgs.

Media Configuration

Improvement

We implemented the new Lightning postal code component into the Media Configuration. Feel free to enable it via Administration settings.

We have fixed the "A Component Error has occurred" message when the Media Campaign was opened.

Media Search

Changes and optimisations

We corrected the error in the console when adding an item to the basket in the Media Search.

New objects

New Feature

We have implemented Agency Support by adding two new objects (Media Plan and Plan Details) along with associated fields, created a new app, defined flows for sales demos, briefing creation, speculative offers, and more, as well as introduced a new media campaign button from strategic plans in ADvendio.

Publication Date Wizard

Changes and optimisations

Fixed and followed up on issues regarding Publication Date wizard time zones.

Publisher Payout

Changes and optimisations

Fixed and followed up on the bug with Publisher Payout Contract Wizard Filter being broken.

SelfService / Sales Assistant

Improvement

Self-service enhancements:
-Now Self-service using availability check from booking calendar results should be same. This improvement added more consistency to our product.
-In the Self-Service Enhancements, we have implemented the ability for users to evaluate and select items based on content and publication dates, introducing a selection mode for users when the setting is enabled, with two similar models for handling different use cases.
-We have addressed and fixed the error that occurs while saving budget items in the Self-Service module.

Accounting records

Improvement

We moved several Features running on the Visualforce pages to the Lightening: Accounting Record Simulation button on the Campaign Item enhanced the code by making sure the processes run in the correct order, and enabled the same functions as on the wizard

Improvement

With this improvement, we will post a chatter post for every accounting record process on the legal entity. Also failed processes and records will be displayed.

Campaign Item

Changes and optimisations

Fixed the issue where "Bill me" gets changed to false if "Do not show on Proposal PDF" is true

Flexible Payment Plans

Improvement

With version 2.170 we release big improvements and changes for users who use Flexible Payment plans: 1. Created the relation of the invoice item in the Flexible payment plan 2. Enhanced validation, that flexible payment plans can be changed unless the related invoice is in status Invoiced 3. In the case of invoiced or reviewed Flexible Payment Plans based on %, we would need to automatically adjust the % value so that the % represents again the Invoice Item amount related to the new Campaign Item amount. 4. Implemented Status Validation for Flexible Payment Plans FPP Creation to Prevent Incorrect Amount Updates

Fiscal periods

Changes and optimisations

We have addressed the issue related to the duplicate unique key for daily revenue schedules when using custom fiscal periods with more than 31 days.

Pre-Invoice generation

Changes and optimisations

We have addressed the Error during pre-invoice generation: System.NullPointerException: Argument cannot be null

Improvement

With version 2.170 we released a new Preinvoice generation button in LWC

Quote Page Layout / PDF

Improvement

We have renamed the "Show Packet Components On Quote" field to "Show Packet Components on PDF" in the media campaign page layout details list

Changes and optimisations

We fixed an issue where TPC and Agency net N3 are displayed on the Quote PDF after the implementation of AD-9423

Taxes (GST, HST, VAT)

Improvement

We improved the flow when the Reverse-Charge Mechanism is unchecked it sets Create Items as VAT Exempt to false and VAT Exempt on the Campaign Items to false

Changes and optimisations

We have resolved an issue when VAT was not recalculated for the first month for the fully received Campaign item after the first invoice was canceled

Campaign Item

Improvement

We enhanced our code If all the campaign items in the media campaign are canceled and the media campaign is now without any campaign item set the media campaign start date and end date to default “null”.

Submit to AdServer

Improvement

We improved the messaging and user guidance during the OAuth process when using Connections features for the first time

Changes and optimisations

The following issues were fixed in Submit to AdServer:

• Fixed formatting of Campaign Item starting time, which caused issues in some integrations

• Order and Line Item ID were not being shown properly in the result screen

Check Availability

Changes and optimisations

The following issues were fixed during Check Availability:

• Fixed errors during availability check in Campaign Builder

• Fixed problems with key value targeting during availability check

Creative Upload

New Feature

We updated our Creative Upload for all supported integrations (Google AdManager & Xandr) to include the following types of creatives:

• Custom Code Creatives

• Third-Party Creatives ( Tags)

• HTML 5 Creatives

• Video URL (redirect) Creatives

Media Integration API

New Feature

You are now also able to fully use our Creative Upload module in custom integrations

Improvement

The following improvements were added to our Media Integration API for custom integrations:

• Improved handling for Audience Targeting in Media Buying

• Updated Guide and Documentation on Delivery Data importing

Changes and optimisations

We fixed an issue with a changed endpoint name when implementing custom integrations

Integration / Adswizz

Improvement

We improved our handling of Audience Targeting in combination with other types of targeting

Changes and optimisations

The following issues were fixed in our Adswizz integration:

• Booking status was not shown in the result email

• Errors during Enhanced Delivery Reports

• Not all inventory criteria were imported for targeting

Integration / Broadsign

Changes and optimisations

We fixed an issue where availability checks would return no results

Integration / Google Ad Manager

Improvement

Our Google AdManager Integration now supports API version v202311

Changes and Optimisations

The following issues were fixed in our Google AdManager Integration

• resolved problems with missing team assignments

• For GAM Check Availability and Submit to Ad Server: Enhance Key-Value targeting logic to support Custom Values and Connection IDs forecast/booking

• Fixed an issue with Google Ad Manager when Creative Association failed with empty dates

Integration / Freewheel

Improvement

The following improvements were added to our Freewheel Integration:

• Preparations to handle more flexible inventory and video targeting

• We have launched the new version of API release 6.60 for FreeWheel.

Integration / Triton

Changes and optimisations

We fixed issues with the Geo Targeting sent to Triton not being properly set up

Integration / Xandr

Improvement

The following improvements were added to our Xandr Integration:

• Clearer error handling if Items from ADvendio can not be found in Xandr

• The supply targets option is now available in our Programmable Splits / Creative Targeting feature

• Updated frequency capping settings for recency

• Support of the ‘ASAP’ option in ‘Underspend Catch-Up’

• Enhanced Goal settings for ‘CPC’, ‘vCPM’, and ‘CPCv’ items to target the right units

Changes and optimisations

The following issues were fixed in our Xandr Integration

• Creative Upload was not finding an already existing creative

• Errors during Enhanced Delivery Reports

Programmatic Data Import

Changes and optimisations

We've implemented improvements to the RTB report's multithreading strategy for Salesforce data uploads. This optimization ensures smoother data transfer and minimizes the potential for conflicts when flushing data to the MySQL database connection.

Programmatic Generic CSV Import

Changes and optimisations

We've resolved an issue where previously uploaded and mapped CSV files disappeared after a new update. Now the mappings will remain intact, eliminating the need to re-associate them after each update.

Google AdManager Programmatic Guaranteed

Changes and optimisations

Now, when creating or editing Proposals and Proposal Lines in ADvendio, the currency setting from ADvendio itself will be used, instead of the default currency associated with your GAM user. This enhancement empowers you to have greater control over the currency used for each campaign, ensuring accurate budgeting and reporting.

Integration / Burt

Improvement

We added more flexibility on Programmatic Data Import, we can distinguish records by Deal Type thanks to the Unique Key update and added compatibility with multiple currencies.

Changes and optimisations

We have fixed the issue of no data being imported and the absence of error messages in bulk data jobs due to connection setup misconfiguration. This has been resolved by updating the required input for programmatic data import from BURT, and making it easier to use and less prone to errors.

Programmatic Media Campaign Generation

Changes and optimisations

The main logic was enhanced so the query for media campaigns can avoid issues while processing the programmatic data working sets and some extra validation was added to clean up both Media Campaign and Campaign Item records to avoid duplicated values.

Creative Upload/ Programmatic Guaranteed/ Transfer to ADvendio

New Feature

We enhanced error handling for the import process of AdCreativeTemplates and any upcoming new object, providing users and support with detailed information on upload failures to trace why they happened and what can be done to fix them.

Integration / Xandr

Improvement

We introduced a new budget type for the Xandr integration: now when creating a new Buying Order it will be possible to choose between “Revenue Budget” and “Impression Budget” from the new “Budget Types“ dropdown menu

Integration / Amazon DSP

New Feature

We enhanced the Transfer to ADvendio feature to import Accounts and Advertisers and added a new functionality that allows users to select a Marketplace for their campaigns.

Integration / Snapchat

New Feature

We’ve introduced a new Media Buying Integration: Snapchat Ads.
Gain instant insights into your Snapchat Ads performance, by retrieving delivery data in ADvendio with just one click.
Our new integration not only enables real-time tracking of your spending to stay within budget and optimize campaigns effectively but also seamlessly incorporates Snapchat ad costs into your ADvendio invoicing workflow, saving valuable time and ensuring accurate billing.

Integration / Pinterest

Changes and optimisations

We've identified and resolved an issue causing import errors in ADvendio when using the Pinterest Technical Name field. Previously, descriptions exceeding the character limit supported by ADvendio (when creating a new Pin in the Pinterest UI) would lead to errors during import.
We also added more specific descriptions for the error messages received after submitting Buying Orders.

Integration / The Trade Desk

New Feature

We’ve enhanced the Trade Desk integration to enable “Budget Impressions” and “Pacing” at the Buying Item level.
Additionally, updating a Buying Item now only modifies the specific ad group it's linked to on TTD. This means other ad groups you created previously for the same item won't be changed.

Integration / Google Display & Video 360

Improvement

We introduced a new budget type for the DV360 integration: now when creating a new Buying Order it will be possible to choose between “Revenue Budget” and “Impression Budget” from the new “Budget Types“ dropdown menu.

Integration / Google Ads

Changes and optimisations

We've enhanced the error handling for the Google Ads integration. Now, if you submit a Buying Order with an invalid advertiser ID, you'll receive a clear and helpful message explaining the issue. This means no more confusing "500 errors" and faster troubleshooting for successful campaign launches.

Integration / Facebook

Improvement

We’ve updated the “Order Goal Field” in our Facebook Integration to reflect the changes introduced in API v17.0

Integration / TikTok

Improvement

The TikTok integration now supports the Targeting Component at a Buying Item level, allowing the selection of the categories Inventory, Account, and Geo.

Media Buying

Changes and optimisations

We've enhanced error handling for Media Buying Connections. Now, if you encounter an issue while connecting, you'll receive a specific message explaining the problem, instead of a generic authorization prompt.

We fixed a few issues impacting the user interface after the last Salesforce Winter 24 release.

Buying Delivery Data Email-Notification

Improvement

We enhanced the error message field in the Email Report of Buying Delivery, specifically to include the corresponding connection, aiming to facilitate quicker troubleshooting

We improved the Buying Order information table in the email report so that it shows the “Start Time“ and “End Time“ information.

Check Login / Authentication and Submit Buying Order

Changes and optimisations

We've identified and resolved an issue where the authorization request for Media Buying features (like submitting buying orders or syncing delivery information) wasn't clickable. This meant you couldn't complete the process if you hadn't previously authenticated via the connected app.
Now, the authorization link will seamlessly direct you to the connected app on the ad server, allowing you to authenticate and proceed with your Media Buying tasks smoothly.

We've improved the user experience when you request a gateway operation (by clicking a button). Previously, the loading screen might have shown sections that weren't clickable or accessible, which could be confusing.
Now the loading screen will only display relevant information, ensuring a clearer and more streamlined experience while you wait for the operation to complete.

As shared via emails and in our Wiki beforehand we have now relabeled our features for future deprecation in November 2024. Please make sure to switch to current versions of the features to be deprecated in the next months to not be affected by the deprecations. You can find more information on the following 2 Wiki pages:

• https://advendio.atlassian.net/wiki/spaces/SO/pages/821723142/Deprecation+Schedule+for+2023+2024

• https://advendio.atlassian.net/wiki/spaces/SO/pages/3536781313/Table+of+Features+and+Connection+Deprecation+in+23+24

We deleted already deprecated Fields on Campaign Item and Media Campaign objects. Check our Wiki to find details.
The fields will not be deleted on your end upon installation. In case you would like to remove them you can manually delete them in the setup.

We deprecated old code for an AGOF Connection.

We have performed the deletion of the following Quote Preference Page Layouts: Quote Reference Layout, Quote Layout 1 Layout, Standard Quote Layout, and Environment.

Rephrased DoNotShowOnProposalPDF__c = Hide This Item and InvoicedAmountTotal__c=Media Campaign Total Amount fields for the media campaign to represent the actual purpose

We have removed the old Commitment Data Structure from the Campaign Builder by eliminating code references and fields as non-functional.

Relabeled Finance pages. Link to the Deprecation

We have deprecated ADX from our package and deactivated the ADX record type in Salesforce on all related objects. The ADX functionality (programmatic import) continues to be available for our Google ADMANAGER record type.

Deprecated Campaign Item Reporting / Enhanced Delivery Data from DV360 Integration

Deprecated Enhanced Delivery Data import with Key Value Filter

Deprecated Moat Integration & remove code references

❗ Admins by installing package 2.170 should delete them manually by using visualforce page. Here is a link to the deprecation page

We updated the Salesforce API used for our Invoice and PDF generation features to SOAP API v.39

We addressed the reported CSRF security issue in our VF Page component

We have addressed reported security issues from the Salesforce security team in version 2.169, fixing vulnerabilities in Accounting records.

We have addressed reported security issues from the Salesforce security team in version 2.169, urgently fixing vulnerabilities on Account Revenues, Campaign Builder, and Sales Cloud Connect.

We have addressed reported security issues from the Salesforce security team in version 2.169, urgently fixing vulnerabilities on Third Party Commission Wizard Key Values Preset Wizard and Publisher Payout.