4.19.5.2.1 - How to setup the Plan Media Buying Flow and Customize it to your needs.

Challenge:

Do you want to offer your users a streamlined and guided way to configure media buying (for example to meet specific requirements for a DSP or Social Media Platform) and want to make these steps as easy for them as possible?

How can the Media Buying extension in ADvendio support you and also is there a way to tailor this process to your own specific business processes and needs?

Solution:

The Plan Media Buying flow:

The plan media buying flow in the extension can be used to have a guided flow to configure your Buying Orders and Items for one of the integrated systems or for manual buying from suppliers or service providers.

The users can access it by clicking the button Plan Media Buying on the Campaign Item object:

Open

Open

How to Customize and Activate the flow

You are able to customize this Plan Media Buying flow simply by editing it, to do so please follow these steps:

Go to the flows in setup and open the plan media buying flow by clicking on it

The flow is set up in a way, that you can directly customize it, even though it’s part of the ADvendio Extension.

Once you applied the changes, you need to save it, by clicking Save As. Enter a new name for your custom flow and save it. This new version will then automatically be started when a user clicks the plan media buying button on the Campaign Item

After saving your own custom flow, you can see in the flow properties, that it is linked to the ADvendio ‘Plan Media Buying’ flow. Please make sure to Activate your flow, once you are ready to use it:

If you view the properties of your own custom flow, you can also see that it’s linked to the original ‘Plan Media Buying’ flow from ADvendio:

First Time setup steps (Required to use the flow)

In order to be able to use the, there are some steps you have to perform, otherwise, it will result in an unhandled error message by Salesforce.

In order to do these please open the Flow screen in your Salesforce Setup.

Look for the flow ‘Plan Media Buying’ and left-click on its name to edit the flow (similar to what has been described above)

You will now open the flow editor, where you will have to perform the following steps:

1.) Now you need to update the record type assignment in the flow to create buying orders and items with the right record types, otherwise the flow will crash.

2.) To do this go to the RecordTypesSYSTEM node and edit it. Like here for DV360

The Buying Types we offer in the flow, can be assigned to each of the Record Types we included in our ADvendio Package for the Buying Order and Buying Item object OR you can create your very own Record Types and link them.

3.) It will open a new window where you have to enter the Salesforce Record Type ID of the Buying Order and Buying Item record type for the specific system.

4.) You can find the ID, by opening the detail page for the record type in the Salesforce Setup and then copy the ID from the URL

5.) Please repeat this for all of the Record Types you want to use! If you want to hide certain Media Buying Platforms or Types from your user for selection, you can find more information on how to achieve this in the next section.

6.) When you are done with your record type modifications please click ‘Save As’ in the top right corner. A new dialog will open, where you need to enter a name for your custom version of the flow. This can be anything you like. Once you click save, your custom flow will be created and linked to the original flow.

You will now have your own custom version of the flow, which you can further modify. This is now ready to use for your users.

Show only the relevant Platforms / Media Buying Types

Since we enabled the flow to be customized, you can easily edit it and modify it to your own needs. One of these steps could be to actually limit the Buying Type / Platform option, to those you actually only want to use and offer to your users.

To do this you can start by modifying the screen node ‘ChooseBuyingType’.

This is the first screen shown in the flow, which lets the user select the Media Buying Type.

You can simply move forward and remove any of the choices you don’t need. Your users will then only see the remaining options.

Of course, you are also free to modify any of the remaining steps. Once you are done with your changes, use Save As to save a new version of the flow as described above.

Add the Plan Media Buying button to any layout.

If you are using the Lightning Pages we included in the Buying Extension you don’t have to do any further steps, since the button is already included. However, if you are using your own page layouts, you will need to add the Lightning Action ‘Plan Media Buying’ to the layout, so that your users can start using it.

Setup:

Users wanting to use this flow need to have sufficient permissions to handle the objects:

• Account

• External Account ID

• Buying Order

• Buying Item

• Campaign Item

• Ad Pric

• Ad Spec

• Ad Type

• Connection

Additionally, they also require permissions to run flows in Salesforce.