7.1.1 Installation of ADvendio

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Last updated: 2023-09-01 by Oksana Vinkarklina (Deactivated)
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The process of installing ADvendio is straightforward and can be completed within a few minutes. Our team is available to provide assistance with the installation if needed. Alternatively, if you prefer to install ADvendio yourself, we have provided a guide to facilitate the process.

You have two options for starting ADvendio in your system, depending on how you use Salesforce.:

  • 1- If you're currently using Salesforce and want to install ADvendio within that environment, please read Chapter 1

IMPORTANT: To ensure a smooth and uninterrupted 30 day trial experience with ADvendio, we kindly request that you inform your ADvendio contact about the installation process and provide us with your Org ID. This enables us to efficiently activate your ADvendio license and ensure that your Trial remains active, preventing any potential access issues.

  • 2- If you do not have a Salesforce environment but would like to test ADvendio, you can sign up for a free 30-day trial on our website. This trial already includes the ADvendio package.

If you're only looking to update ADvendio to its latest version, please refer to the Wiki page: https://advendio.atlassian.net/wiki/spaces/SO/pages/13598865

1. Prepare to install ADvendio within an existing Salesforce Environment

Please read the instructions from this chapter to ensure the correct installation of ADvendio in your existing Salesforce instance.

  1. First of all, we ask you to check the fulfilment of the requirements. These settings are binding for the correct installation of ADvendio. Please read the requirements here: 7.1.1.1 ADvendio Requirements.

  2. Please also check the following warning:

     

  3. Applications and components are installed as packages. 

    1. Click Setup to navigate to your installed packages.

    2. Click Installed Packages to see all packages.

    3. Check, if any package of ADvendio is already installed.

     

     

    If ADvendio is already installed, you only need to update your version to the latest one. Therefore have a look at this article: 7.1.1.2 Update ADvendio.

  4. After this check, you may finally start the installation as explained in the next chapter.

2. Install ADvendio into an existing Salesforce environment

2.1 Login to Salesforce

  1. Enter your Salesforce User Name.

  2. Enter your Password.

  3. Log in to Salesforce to proceed with the installation.

You find the installation links in our Release Notes. Make sure to always use the latest version. Then open the link in your browser and proceed directly with the installation as explained.
An alternative for you is the installation with the help of the Salesforce AppExchange.

2.3 Install the new Package

This step shows the package details like app name, publisher, version name and version number. You can also see all package components like pages, tabs, objects or fields below the description.

  1. Please ensure, that Install for All Users is selected.

  2. Click the button Install.

Please be careful at this step: Install for All Users ensures that all ADvendio objects and permissions are available for your profiles. This is the ideal option for most customers. If you are already using ADvendio, want to update to a new version and are using very specific user profiles, check out the following article for more information about how profiles and permissions are set during updates of ADvendio: 7.1.3.3 Profiles - Access and Object Permissions

Note: You might be asked to approve third-party access. Please mark the checkbox Yes, grant access to the third-party website and click the button Continue to proceed.

It is expected behaviour for the ADvendio package to require third-party access in order to communicate via API with the ad server.

2.4 Grant Access Rights to Package

Learn more about 7.1.3.3 Profiles - Access and Object Permissions here.

Please wait, until the installation process is completed.

2.5 Processing

You will be notified by email when ADvendio is installed successfully. Please click the button Done.

2.6 Check your Installed Packages

 

The installation process is complete! You can now start working with ADvendio. 

Now that the installation is completed take a closer look at our knowledge base to customize ADvendio to your needs. The introduction part will help you get started. To be able to use ADvendio your media database needs to be structured as explained in the inventory management chapter. If you want to connect ADvendio with your AdServer, find out how to enter your AdServer login.

If you need any assistance in adjusting ADvendio and your existing Salesforce environment, don't hesitate to contact our support team.