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Workflows

Workflows can help you automate the company's standard processes. A Workflow includes an object to which a flow rule applies, criteria that activate the Workflow, and the Workflow action itself, such as creating a task or sending an email notification.

Salesforce is currently in the process of deprecating Workflow Rules. For more information, you can refer to the ADvendio announcement or the Salesforce Transition to Flow article.

Flows

For new Flows processes please refer to Salesforce Trailheads Build Flows with Flow Builder.

Default Workflow Rules in the ADvendio Package

Due to Workflow Rules deprecation by Salesforce, we are reviewing the rules and will move the relevant rules to the Flows below.

Our ADvendio Package includes a set of Workflow Rules that can assist with ADvendio-related processes or serve as examples for automating and supporting your data management. Some of these rules were created but not activated, and if you wish to use them, you will need to activate them in Setup.

Below is a comprehensive list of all predefined Rules and their intended purpose.

Workflow Rule Name	Object	Related Feature	Purpose	Active as default
Activate Media Campaign for Billing	Media Campaign	Billing & Accounting - PreInvoice Generation	Enable a Media Campaign for PreInvoice Generation, once it's probability reached 100%
Deactivate Media Campaign for Billing	Media Campaign	Billing & Accounting - PreInvoice Generation	Disables a Media Campaign for PreInvoice Generation, once it's probability is lowered from 100%
Deactivate Campaign Item for Billing	Campaign Item	Billing & Accounting - Cancellation	Once a Campaign Item is cancelled, no more new PreInvoices will be generated for it	- _{from version 2.125} _{Now handled as part of cancellation process.}
Distribution-Unit = Amount for Fixed prices	Campaign Item	Billing & Accounting - Calculation	Configures how the Amounts of linear distributed Items will be divided amongst the runtime/invoices
ExcludeCheckAvailabilityWithAdTypes	Campaign Item	Check Availability for AdServer and Exclusive Products	Configures your Campaign Item to either use Check Availability from AdServer or Check Availability for Exclusive Products
Invoice /w temporary Key created	Invoice Item	Billing & Accounting
Invoice /w temporary Key created	Invoice	Billing & Accounting
MMAutoPopulatePublicationDate	Advertising Material	Sales & Order - Advertising Material	Not in use anymore
MMSendNotificationAfterAdApprovalByClient	Advertising Material	Sales & Order - Advertising Material	Set a certain status for your Advertising Material after it has been approved
MMSendNotificationAfterAdRejectionByClient	Advertising Material	Sales & Order - Advertising Material	Set a certain status for your Advertising Material after it has been rejected
MMSendNotificationAfterScriptApprovalByClient	Advertising Material	Sales & Order - Advertising Material	Set a certain status for your Advertising Material after it has been approved
MMSendNotificationAfterScriptRejectionByClient	Advertising Material	Sales & Order - Advertising Material	Set a certain status for your Advertising Material after it has been rejected
Reset Availability	Campaign Item	AdServer Gateway - Check Availability	Resets the availability numbers from the AdServer Gateway,
Reset_LinearDistribution	Campaign Item	Billing & Accounting - Calculation	Sets Campaign Items to non-linear if you've manually entered Delivery Data
Set CPM Price	Campaign Item	Sales & Order / Billing & Accounting - Item Calculation	Marks a Campaign Item as CPM price (Sales Price per 1.000 units)
Set Delivery AutoImport	Invoice Item	Billing & Accounting - Invoice based on Delivery Data	Configures Invoice Items based on AdServer connected items to automatically update the Delivery Numbers during a Billing Run.
Set Document Type to Cancellation	Media Campaign	Sales & Order - Quote PDF	Sets the document type for the Quote PDF, based on a certain Media Campaign Stage
Set Document Type to Order Confirmation	Media Campaign	Sales & Order - Quote PDF	Sets the document type for the Quote PDF, based on a certain Media Campaign Stage
Set Document Type to Proposal	Media Campaign	Sales & Order - Quote PDF	Sets the document type for the Quote PDF, based on a certain Media Campaign Stage
Set Invoice Number	Invoice	Billing & Accounting - Billing Run	Automatically generates an Invoice Number.
Set PreInvoice Number	Invoice	Billing & Accounting - PreInvoice Generation	Automatically generates a number for your Pre Invoice
Set_LinearDistribution	Campaign Item	Billing & Accounting - Calculation	Marks certain Campaign Items (for example Fixed Price / CPD, CPW, CPMo) as linear and not delivery data based.
Synchronize AdServer ID Status (active)	AdServer ID	AdServer Gateway - Transfer Inventory	Synchs the Active Checkbox with the AdServer Status Field - can support you to mark inactive IDs in your ADvendio
Synchronize AdServer ID Status (inactive)	AdServer ID	AdServer Gateway - Transfer Inventory	Synchs the Active Checkbox with the AdServer Status Field - can support you to mark inactive IDs in your ADvendio
VatIdConcatenateCountryPrefixAndVatNumber	Account	Billing & Accounting - Vat Calculation
VatIdUpdateFlagOnVatOrCountryPrefixChange	Account	Billing & Accounting - Vat Calculation

Default Flows available in the ADvendio package

Flow Name	Process Type	Related Feature	Purpose	Package Name	Active as default	Related wiki page
Self-Service ADvendio Package Flow Version 1	Screen Flow	Self-Service feature	Activates and supports Self-Service feature in ADvendio.	ADvendio	included in the main release	9.7 How to use the Self-Service?
Billing Split	Screen Flow	Billing Run	Allows split billing for a single Campaign Item across two debtors	ADvendio Lighting Flow	need to be installed via extension	6.12 How to Split Billing for a Campaign Item? (Lightning Flows)
Debtor Change	Screen Flow	Debtor of Media Campaign	change the debtor for a Media Campaign	ADvendio Lighting Flow	need to be installed via extension	6.11 Change Media Campaign Debtor