7.7.8.3 How to connect and match the data from SSPs / DSPs / Exchanges to your Salesforce Data

Challenge:

Once you imported your Programmatic Revenue or Media Buying Data into ADvendio from your SSPs, DSPs or similar platforms you want to make a connection to your Salesforce data.

You might want to say, these advertisers or buyers belong to these Salesforce Accounts. Or those Ad Units / Formats belong to these products in ADvendio.

Later on, you want to see which data is still missing this connection in order to update this.


Solution:

In order to help you with this ADvendio offers multiple tools. We’re using our own Salesforce Objects called Programmatic Advertisers and Programmatic Prices for you to store the connection to your Salesforce data.

Programmatic Wizards:

For both you can find a separate Wizard, which will help you get an overview about your data and create new connections:
https://advendio.atlassian.net/wiki/spaces/SO/pages/816644118

https://advendio.atlassian.net/wiki/spaces/SO/pages/819298378

How to quickly connect a lot of data

You might come into situations, where you will need to manage a lot of data at the same time. In order to help you, we added some neat features into our Programmatic Wizards:

https://advendio.atlassian.net/wiki/spaces/SO/pages/1406959635

 

Configuration Examples:

 

 

 


Setup:

In order to use these features your users will require permissions, read and edit access to the following:

Custom Objects and Fields:

  • Programmatic Advertiser (custom object)

  • Programmatic Price (custom object)

  • Account (Salesforce standard object)

  • Ad Price (custom object)

  • AdServer Login (custom object)

Lightning Components:

  • ProgrammaticAdvertiserWizard

  • ProgrammaticPriceWizard

Tabs:

In order for your users to see the Programmatic Advertiser Wizard and Programmatic Price Wizard, you will need to give them access to the Lightning Tabs for both.

You can find this in the profile or permission set within the object settings. In the entries for both, you can configure if the tabs will be visible or not. If you don’t do this step, your users won’t be able to find the wizards in their App Launcher.

Additionally you can add the tabs to a Lightning App, this way, once a user opens the App, they will see both wizards on top in their navigation bar.