How to use Field History Tracking to review changes on ADvendio Key Objects (Media Campaigns, Campaign Items, Invoices, Invoice Items)
- Pascal Clausen
Field History Tracking is a powerful feature provided by Salesforce that allows you to monitor and record changes to specific fields on an object. In ADvendio, this feature has been enhanced to help media businesses like publishers and agencies audit important updates to key fields on Media Campaigns and Campaign Items. This can be particularly useful for billing-related fields or to track changes related to third-party integrations such as delivery updates.
Why Use Field History Tracking?
Field History Tracking is vital for businesses that need to audit and trace updates on their media planning, inventory selling, and media buying activities. It allows you to:
Monitor key changes in critical fields such as pricing, billing, and delivery data.
Ensure compliance with internal policies by keeping a clear record of changes.
Trace the origin of updates to better manage your third-party integrations, such as changes in delivery status from external ad servers or when booking processes were started
With ADvendio’s Field History Tracking, you can see a detailed log of changes made to your media campaign data directly within the platform.
Default Field History Tracking Setup
Please note: If you are a long time ADvendio Customer, or have set up your own History Tracking already, these will not be overwritten by the ADvendio Package. The listed default fields here are a suggestion, you can freely modify them in your ADvendio org.
To get you started, we have activated field history tracking by default on some of the most important fields for the Media Campaign and Campaign Item objects. These default settings can be customized according to your business needs.
Default Fields Tracked on Campaign Items:
Ad Type
Ad Id
AdServer Status
AdServer Price
Bill Me
Billing Status
Delivered Clicks
Delivered AI
From (Date)
Until (Date)
Sales Price
Exclusive
Exclusivity Check Status
Last Availability Forecast
Last Booking Process
Last Exclusivity Check
Last Delivery Data Update
Linear Distribution
Quantity
Status Submitted to AdServer
Default Fields Tracked on Media Campaigns:
Account
Agency
Amount Net/Net
Budget
Campaign Start Date
Campaign End Date
Debtor
External Media Campaign Name
Media Campaign Name
Stage
Default Fields Tracked on Invoices:
Accounting Period
Billing Run
Campaign Name
Creation Type
Debtor
DST Rate
Outstanding Gross Amount B3
Outstanding Invoiced Amount N2
Invoice
Invoice Date
Invoice Date (manual)
Invoice Dispatch Type
Order No.
Status
VAT Rate % (Type 1 Total)
VAT Rate % (Type 2 Total)
Default Fields Tracked on Invoice Items:
Booked sales price
Booking Quantity
Connected Item
Creation Type
DST Amount
Distribution (Ratio)
Distribution (Unit)
Gross Amount B3
Invoiced Quantity
Invoice Item Accounting Date
Invoice Item Accounting End Date
Invoice Item End Date
Invoice Item Start Date
Linear Distribution
Quantity Delivered Sum
Sales Price Delivered
Status
VAT Total
How to View Field History Tracking
Once the tracking is enabled, all changes to the specified fields will be logged in the field history section of the object. You will be able to see the old value, the new value, the user who made the change, and the date and time the change occurred.
This information is displayed directly in the related lists of the Media Campaign or Campaign Item object.
Examples of Field Tracking
Billing activity: Track when Media Campaigns and Campaign Items have been activated for billing with the bill me checkbox and the billing status, to trace individual finance-related steps
Third Party System Integrations (such as AdServers): You can track for example the times, when certain processes were performed for a Campaign Item, such as the Last Booking Process, Last Availability Forecast, Last Delivery Data Update.
Booking Calendar Exclusivity Check: The Exclusivity Check Status and Last Availability Forecast fields help you track exclusivity checks and the Exclusive checkbox, marks items
Media Campaign close: Track when a Media Campaign was set to close or how stages changed over time with: Close Date, Close / Lost, Close / Won & Stage
Configuring Field History Tracking
While we’ve set up a default selection of fields for tracking, ADvendio offers flexibility to adjust this to your specific needs. You can add or remove fields from the tracking list using Salesforce's configuration options.
Here’s how you can modify the Field History Tracking for your Media Campaign and Campaign Item objects:
Go to Setup in Salesforce.
Navigate to Object Manager.
Select either the Media Campaign or Campaign Item object.
Click on Fields & Relationships.
Scroll down to Set History Tracking, and click Edit to select or deselect fields for tracking.
This setup enables you to tailor the Field History Tracking to the specific fields that matter most to your business processes.
Conclusion
By using Field History Tracking in ADvendio, you can stay on top of key changes to your media campaigns and campaign items, ensuring transparency and enabling efficient auditing processes. You can always customize the fields you want to track and monitor changes effortlessly within Salesforce.