ADvendio Version 2.85 (including version 2.86) - Summer 2017

We are constantly extending ADvendio for you. To make sure you don’t miss any of the latest improvements and know what you have to do in order to make these features available for your whole team, we’ve created this page. Check the release notes regularly if you like to implement new features and to keep your system up to date.

Don't forget that you can sort the columns by clicking on the icon next to the table headers.

Release Notes - Version 2.86 - Sprint 2017-06


Attention:

To prepare ADvendio to become Lightning Ready we included new custom tabs for many objects and pages (this will help support the navigation in Lightning Experience). These tabs however might lead to problems while updating to ADvendio version to 2.82 or higher in the case that you have had build your own custom tabs. You might receive an error message about existing custom tabs, please delete your old tabs and repeat the installation. Afterwards the tabs will reappear as part of the ADvendio Package, so that your users can access them.

See the following chapter for further information: 8.8 Activate Lightning


Attention:

In order to successfully update ADvendio to the newest version you first need to install Version 2.82.2. If you are coming from a version lower then that, please use the following installation link:

Production: Installation Link

Sandbox: Installation Link

Else you will receive an error message upon installation. Don't worry your data and current installation won't be affected by that error.


To install ADvendio Summer 2017 version 2.85, with the latest patch (2.86.2), please use

  • this link for your Production Environment (Org) or

  • this link to install it in a Sandbox 

Please ensure that you are not logged into a Salesforce Org where you don't like to install ADvendio! We recommend that you either use an Incognito Window of your browser or use a different browser altogether to install new versions.

VersionTypeComponentDescriptionADvendio Ticket No.WikiHighlight
2.85ImprovementAccounting Interfaces, Finance, PDF

Now you can link your Terms of Payment with Media Campaigns to save a lot of time and create more accurate Proposals and Invoices.

4.2.9 Terms of Payment (Early Payment Discounts)

7.5.2.1 Activate Early Payment Discount for Quotes and Invoices

AD-3007, AD-3159, AD-2738x
2.85ImprovementAccounting Interfaces, Flat Planning, Journal Designer

Various improvements and optimizations. See more details here:

Change Log for Version 2.84 - 2.89

AD-3055
x
2.85ImprovementAccounting Interfaces, Media CampaignOn Media Campaign you can now steer the Payment Processing and predefine this information at Account to save much more time and prevent errors during the Order Fulfillment and Offer process.AD-3054

2.85New FeatureAccounts

With our latest version we have included the solvency status on Account so now you can steer your workflow much more easier and prevent payment defaults.

2.1.13 Account Billing Information

AD-3102, AD-3166xx
2.85New FeatureAd Material Management, Flat Planning, Journal Designer, PrintWithin one of our next versions we will provide our first Lightning Bolt component for Communities - Upload for Ad Material. We have finished the specification and have started the development - if you have any question please feel free to contact stefan.ropte@advendio.comAD-3092, AD-3089
x
2.85ImprovementAd Material Management, Media Campaign, Lightning ExperienceYour users will love this new ADvendio behavior - we have enabled the path for Media Campaign and Material Management.AD-3106xx
2.85ImprovementAdPriceVarious improvements and optimizations.AD-3013

2.85Changes and OptimizationsAdServer GatewayVarious improvements and optimizations.AD-2957

2.85ImprovementAdServer Gateway, AdType, DFPUsing DFP and click tracking? Here is an update in our wiki for you: 3.1.5 Ad TypeAD-3126, AD-3155x
2.85ImprovementAdServer Gateway, all Exchanges / AdserverVarious improvements and optimizations.AD-2506

2.85Changes and OptimizationsAdServer Gateway, Campaign ItemVarious improvements and optimizations.AD-2966

2.85ImprovementAdServer Gateway, DFP

Your user should not see the Criteria Breakdown at DFP - Availability Check? Here is a brand new wiki article which describes how you can configure this feature:

7.2.1.1 Administration Settings

AD-2858, AD-3157x
2.85ImprovementAdServer Gateway, DFPWith our new Version 2.85 we support DFP API version 201705v [External API Version] Control, Updates and Compatibility GuideAD-2707
x
2.85ImprovementAdServer Gateway, DFP, Geo TargetingUsing our new Geo Targeting - here is an updated wiki article for you: 3.5.5.6 Import Geo- and Technical Targeting DataAD-3038, AD-3097x
2.85ImprovementAdServer Gateway, Geo Targeting, PDF

With our new Geo Targeting feature now it is also possible to steer which information will be shown on your Quote and Invoice PDF.

4.3.4.3 Geo and Postal Code Targeting

AD-2956, AD-2962x
2.85New FeatureAdSpecs, AdType, Media Search, Select Search, TargetGroups

You would like to support your sales to find the right product for the right Target Group/ Audiences or goals of a campaign? Now you have the the possibility to store this information also in ADvendio - here you can see how it works:

3.9 How to target my ads to Target Groups/Audiences (Targeting Groups)

7.2.1.2 Edit Picklist Values Sets (Global Picklists)

AD-3030, AD-3156xx
2.85ImprovementAdTypeVarious improvements and optimizations.AD-3088

2.85ImprovementArea Classification, Knowledge Base

If you need a sales territory in ADvendio or would cluster your Customers in geographical Areas use this wiki article to find how it works with ADvendio:

2.1.12 Area Classification

7.2.15 Setup Area Classification

AD-2994x
2.85Changes and OptimizationsBooking CalendarVarious improvements and optimizations.AD-3108, AD-3135, AD-3137, AD-3130, AD-2949

2.85ImprovementBooking Calendar, Knowledge Base

How can I migrate my Booking Calendar settings/templates from one org to another? Here you can see how easy it is:

7.2.4.4 Migrate Booking Calendar Templates from one org to another

AD-3063x
2.85New FeatureCampaign ItemVarious improvements and optimizations.AD-3078

2.85New FeatureCampaign Item Related List VFPWith one of our next versions we will bring the Campaign Item Related List as a native Lightning component into ADvendio. We have finalized the specification and have started the development of this new feature. If you have any questions please feel free to contact stefan.ropte@advendio.comAD-3039
x
2.85New FeatureCampaign Item, Frequency Capping, Geo Targeting, Key ValuesWith one of our next versions we will support DFP Creative / Slot Frequency Capping and Targeting. We have finalized the specification and have started the development of this new feature. If you have any questions please feel free to contact stefan.ropte@advendio.comAD-2873
x
2.85New FeatureCancellation Wizard, Commercial Optimizer, Finance, Invoice Wizard, PDF, PreInvoice Wizard

Since 2.85 we have included 2 new PDF templates for Proposal and Invoice in a portrait version. See here how it works in detail:

7.5.1.1.1 Quote Layout (Landscape)

7.5.1.1.2 Quote Layout (Portrait)

7.5.1 Configure your Proposal Layout

AD-2944, AD-3132xx
2.85Changes and OptimizationsCommercial Optimizer, Device / Connection Targeting, Geo Targeting, Media ConfigurationVarious improvements and optimizations.AD-3142, AD-3120, AD-3096, AD-3125

2.85ImprovementCommercial Optimizer, Finance

Are you using the Commercial Optimizer also for cancellations? We have increased the functionalities here to prevent any user error. Please have a look at our wiki for more details:

4.11 Optimizer

AD-2855, AD-3158xx
2.85Changes and OptimizationsCommercial Optimizer, Key ValuesVarious improvements and optimizations.AD-3100

2.85ImprovementCommitmentVarious improvements and optimizations.AD-2860x
2.85ImprovementDelivery Data

Now the life is much more easier for your Campaign Manager with the new enhancement of our Feature Manual Delivery Data Wizard. It enables you to steer which numbers are used on Invoices and Campaign reports.

4.13 Manual Delivery Data

AD-2874, AD-3161xx
2.85ImprovementExclusivity Check, Media CampaignVarious improvements and optimizations.AD-3124, AD-3131

2.85ImprovementFinance

To save much more time we have our Delivery Data Update for Pre Invoices now batchable - see here how to configure this:

7.6.7 Schedule "Update Delivery Data" for PreInvoices

AD-2711, AD-3162xx
2.85New FeatureFinance, Invoice Wizard, PreInvoice Wizard

Now you can steer much more accurate what in detail you will invoice. ADvendio allows now to choose for which Advertising medium you will create invoices. See here how it works:

7.2.1.1 Administration Settings , 7.6.3 Customize your Finance Wizards

AD-1967, AD-3075xx
2.85ImprovementGeo TargetingVarious improvements and optimizations.AD-3020, AD-3098, AD-3095, AD-3094, AD-3068

2.85New FeatureKey Values, KeyValue Presets, Knowledge Base, Media Configuration, PDF

Do you love to use our Key Value targeting and often need to add many keys and their values? Now you can save much more time and effort. We have created a new feature called Key Value presets that allows to bundle keys and values. See here how it works:

4.3.4.4.1 Legacy Key Value / Preset Targeting

/wiki/spaces/SO/pages/129568640

AD-3065, AD-2578, AD-3057xx
2.85Changes and OptimizationsKey Values, Media ConfigurationVarious improvements and optimizations.AD-3119

2.85Changes and OptimizationsKeyValue ManagerVarious improvements and optimizations.AD-2849

2.85New FeatureKnowledge Base, Translation

If you would like to use ADvendio in russian or hebrew - here you can see how easy it is to translate ADvendio in every language:

7.1.7 Localisation and Translation

AD-3117xx
2.85ImprovementLightning ExperienceVarious improvements and optimizations.AD-2997, AD-3070

2.85Changes and OptimizationsMedia Configuration, Net CalculatorVarious improvements and optimizations.AD-3060

2.85Changes and OptimizationsMedia Configuration, Publication DatesVarious improvements and optimizations.AD-2702

2.85ImprovementMedia SearchTo follow Lightning for all features in ADvendio we will release in one of our next versions the Media Search 3.0 - This shiny new lighting component will be available soon. We have finalized the specification and have started the development of this new feature. If you have any questions please feel free to contact stefan.ropte@advendio.comAD-2832
x
2.85ImprovementPackages, PDF

Using our helpfully feature Packages we have a relevant update for you: How to configure AE and Discounts for Packages and how to configure this on Quotes and Invoices.

7.5.1 Configure your Proposal Layout

AD-2881, AD-3160x
2.85ImprovementPackages, PDFVarious improvements and optimizations.AD-3053

2.85Changes and OptimizationsPDF

If you need more flexibility for Proposal/ Invoice PDF's this is possible with our new partner docomotion from Israel. Please ask your technical Account manager for more details.

AD-2878, AD-2929
x
2.85ImprovementPostInstall, SettingsWe have included a Permission set for our Sales cloud, Service Cloud etc. customers to make the life of our Admins easier. 7.1.3.3 Profiles - Access and Object PermissionsAD-2806xx
2.85New FeaturePrint, ReportsTo support the Order fulfillment much better we have integrated a new Report "Run Sheet" in our Package - see here how you can find this new report: 4.3.9 Publication DatesAD-3079, AD-3174xx
2.85ImprovementProgramaticVarious improvements and optimizations. Change Log for Version 2.84 - 2.89AD-3022

2.85ImprovementPublisher Payout

Publisher Payout: See here all relevant and available features from our new Module in ADvendio:

6.7 Publisher Payout

AD-2905, AD-3163, AD-2923, AD-2909, AD-3164, AD-2964xx
2.85New FeatureReach

Sometimes you need a report to see the adfill from your inventory or your inventory is not measurable - now we can help here as well. We have included a new Object Reach that allows to store this imported KPI in ADvendio to get back to full control.

3.10 Reach

AD-3122, AD-3165xx


Patches for Version 2.85

To install ADvendio version 2.86. please use

  • this link for your Production Environment (Org) or

  • this link to install it in a Sandbox.  

Please ensure that you are not logged into an Org where you don't like to install ADvendio! We recommend that you either use an Incognito Window of your browser or use a different browser altogether to install the new versions.


Version

Type

Component

Description

ADvendio Ticket No.

Wiki

Highlight

2.86Changes and OptimizationsMedia Configuration, PackagesVarious improvements and optimizations.AD-3223, AD-3183

2.86ImprovementCampaign Item, Media Campaign, SortingVarious improvements and optimizations.AD-3207

2.86Changes and OptimizationsPackages, PDFVarious improvements and optimizations.AD-3206

2.86Changes and OptimizationsCommercial Optimizer, KeyValue PresetsVarious improvements and optimizations.AD-3201

2.86Changes and OptimizationsKeyValue PresetsVarious improvements and optimizations.AD-3185

2.86Changes and OptimizationsCommercial Optimizer, Geo TargetingVarious improvements and optimizations.AD-3178

2.86Changes and OptimizationsAdServer Gateway, DFP, Geo Targeting, KeyValue PresetsVarious improvements and optimizations.AD-3172

2.86Changes and OptimizationsAdServer Gateway, Geo TargetingVarious improvements and optimizations.AD-3170





To install ADvendio version 2.86.1 please use

  • this link for your Production Environment (Org) or

  • this link to install it in a Sandbox.  

Please ensure that you are not logged into an Org where you don't like to install ADvendio! We recommend that you either use an Incognito Window of your browser or use a different browser altogether to install the new versions.


Version

Type

Component

Description

ADvendio Ticket No.

Wiki

Highlight

2.86.1Changes and OptimizationsMedia Configuration, PackagesVarious improvements and optimizations.AD-3227



To install ADvendio version 2.86.2 please use

  • this link for your Production Environment (Org) or

  • this link to install it in a Sandbox.  

Please ensure that you are not logged into an Org where you don't like to install ADvendio! We recommend that you either use an Incognito Window of your browser or use a different browser altogether to install the new versions.


Version

Type

Component

Description

ADvendio Ticket No.

Wiki

Highlight

2.86.2Changes and OptimizationsPublication Date WizardVarious improvements and optimizations.AD-3396

2.86.2Changes and OptimizationsFinance, PackageVarious improvements and optimizations.AD-3404