If you are using the Salesforce Sales Cloud and Opportunities you might want to report on your ADvendio data as well as you opportunities. This feature allows you to sync the following fields:
- Close Date
All your users need full Salesforce user licenses and ADvendio licenses to use opportunities.
Only for ADvendio Version 2.87.3 and up
1.1: Improved Description and Help for all fields.
1.2: Bug-fixing in Process Flow + German Translation
Follow the next steps to allow your business to use this feature:
Install the ADvendio Extension Version 1.2: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0Y000001ss3R to your org.
Navigate to the Process Builder and verify that the "Sync Media Campaign To Opportunity" process is activated.
The Extension delivered two fields to your media campaign object:
Make sure both are in the respective layouts and can be see by the profiles which need to edit and view.