Here are the steps on how to copy your inventory from one to another Salesforce instance.
For the export and import you should be familiar with tools such as the Dataloader.io, G-Connector for Salesforce or Salesforce Dataloader. |
If you are using an AdServer Connection please create the AdServer Login(s) first.
The following data needs to be imported via "Transfer From AdServer" button of the ASL record (if necessary):
Before importing the product data, please double-check the picklist values below as they need to be up-to-date.
Object | Field NameField | Picklist Values (examples) |
---|---|---|
advendio__site__c | MediaType |
|
advendio__placement__c | Media Segment |
|
advendio__ad_type__c | Media Differentiation |
|
advendio__ad_price__c | Rate Criterion |
|
Here is the list of the objects relevant to your inventory. Please check which of these objects are used in your org and whether you need to import them.
Order | Object Name | Object API Name | Mandatory |
---|---|---|---|
1 | Site | advendio__site__c | x |
2 | Publication Date | ADvendio__PublicationDate__c | |
3 | Placement | advendio__placement__c | x |
4 | Ad Type | advendio__ad_type__c | x |
5 | Ad Spec | advendio__ad_specs__c | x |
6 | AdserverID Adspec Assignment | AdServer_ID_AdSpec_Assigment__c | |
7 | Ad price | advendio__ad_price__c | x |
8 | Packet component | ADvendio__PacketComponent_ _c | |
9 | RateStep | ADvendio__Ratestep__c | |
10 | Content | advendio__content__c | |
11 | Placement Content Assignment | advendio__placementcontentassignment__c | |
12 | Content Ad Price Assignment | advendio__contentadpriceassignment__c | |
13 | Key Ad Price Assignment | ADvendio__KeyAdPriceAssignment__c | |
14 | KeyValue Preset | ADvendio__KeyValuePreset__c | |
15 | KeyValue Preset Ad Price Assignment | ADvendio__KeyValuePresetAdPriceAssignment__c | |
16 | Value AdPrice Assignment | ADvendio__ValueAdPriceAssignment__c | |
17 | EventDate | ADvendio__EventDate__c | |
18 | Site Ad Type Assignment | ADvendio__SiteAdTypeAssignment__c | |
19 | RateCard | ADvendio__Pricelist__c | x |
Please consider that:
Below listed objects are to be imported in the above described way for all the Master-Detail related objects. Hence it involves more time for processing the data. Here is the sequence to follow to import the data to your import Org.
Please note that Packages and Content have references to themself and therefore need to be imported with caution. |
Order | Object Name | Object API Name |
---|---|---|
1 | Site | advendio__site__c |
2 | Publication Date | ADvendio__PublicationDate__c |
3 | Placement | advendio__placement__c |
4 | Ad Type | advendio__ad_type__c |
5 | Ad Spec | advendio__ad_specs__c |
6 | AdserverID Adspec Assignment | AdServer_ID_AdSpec_Assigment__c |
7 | RateCard | ADvendio__Pricelist__c |
8 | Ad price | advendio__ad_price__c |
9 | Packet component | ADvendio__PacketComponent_ _c |
10 | RateStep | ADvendio__Ratestep__c |
11 | Content | advendio__content__c |
12 | Placement Content Assignment | advendio__placementcontentassignment__c |
13 | Content Ad Price Assignment | advendio__contentadpriceassignment__c |
14 | Key Ad Price Assignment | ADvendio__KeyAdPriceAssignment__c |
15 | KeyValue Preset | ADvendio__KeyValuePreset__c |
16 | KeyValue Preset Ad Price Assignment | ADvendio__KeyValuePresetAdPriceAssignment__c |
17 | Value AdPrice Assignment | ADvendio__ValueAdPriceAssignment__c |
18 | EventDate | ADvendio__EventDate__c |
19 | Site Ad Type Assignment | ADvendio__SiteAdTypeAssignment__c |