8.17 Automate Adserver processes by using Record-triggered flows

Available with Version:	2.174 and up

Available with Version:	2.174 and up
Role	Administrator, Ad Operations
ADvendio Edition	Campaigns, Connect
External Systems	Google AdManager, Xandr

Challenge

Automating processes by initiating Adserver related processes based on actions in your Salesforce org.

We provide multiple flow actions to be triggered by record-triggered flows. This allows you to save time and focus on important tasks.

To start the Creative Submit process based on record-triggered flows please follow the steps below.

Please note that the Campaign item needs to be submitted before the associated Creative can be submitted and associated.

Create a new Flow under Setup > Flows
Select “Record-Triggered Flow” as the type.
Choose your triggering criteria in the Start component and make sure that you select
1. Optimize the Flow for “Actions and Related Records“
2. Enable the checkbox below this to include an asynchronous run - this is required to make the flow work in the end.
Use a “Get Records” component to create a Campaign item record collection from which the creative submit should be started.
Add an action component with the following criteria to finish your flow setup.
1. Search for the action “apex-ADvendio__CreativeUploadController” and select it
2. Enter a name and label for the controller
3. enter the result from your get records component as “Campaign Items” input value
Activate your flow and test it. You should receive mails when an item was submitted.

You can also use the component in Scheduled flows.

To start the Submit Status process for Campaign Items based on record-triggered flows please follow the steps below.

Create a new Flow under Setup > Flows
Select “Record-Triggered Flow” as the type.
Choose your triggering criteria in the Start component and make sure that you select
1. Optimize the Flow for “Actions and Related Records“
2. Enable the checkbox below this to include an asynchronous run - this is required to make the flow work in the end.
Use a “Get Records” component to create a Campaign item record collection from which the creative submit should be started.
Add an action component with the following criteria to finish your flow setup.
1. Search for the action “Update Ad-Status in AdServer” and select it
2. Enter a name and label for the controller
3. enter the result from your get records component as “Campaign Items” input value
Activate your flow and test it. You should receive mails when a status update was submitted.

You can also use the component in Scheduled flows.

To start the Buying Submit process based on record-triggered flows please follow the steps below.

Create a new Flow under Setup > Flows
Select “Record-Triggered Flow” as the type.
Choose your triggering criteria in the Start component and make sure that you select
1. Optimize the Flow for “Actions and Related Records“
2. Enable the checkbox below this to include an asynchronous run - this is required to make the flow work in the end.
Use a “Get Records” component to create a Campaign item record collection from which the creative submit should be started.
Add an action component with the following criteria to finish your flow setup.
1. Search for the action “Submit Buying Order in AdServer” and select it
2. Enter a name and label for the controller
3. enter the result from your get records component as “Campaign Items” input value
Activate your flow and test it. You should receive mails when an item was submitted.

You can also use the component in Scheduled flows.