This is a fixed-scope, implementation service designed to activate and tailor the core self-service buying flow for external partners and customers.
Total Consulting Duration: 9 Business Days (Estimation)
1. UI and User Management (Salesforce Digital Experience Creation)
(Estimated Time: 1 Day)
What it is: The foundation of the portal, built on Salesforce's Digital Experiences. It determines the look, feel, security, and user access.
What we do:
Create the Portal (Digital Experience): Setup the initial Digital Experience site following step.
Branding: Apply the client's logo, color scheme, and typography using preconfigured Lightning templates.
Security Configuration: Set up external sharing rules, user profiles, and permission sets to restrict external users to viewing/modifying only their own ADvendio records (e.g., Campaigns, Invoices).
Deliverable: A secure, branded portal shell with initial user access ready for flow deployment.
2. Standardized Process Support (Lightning Flow Configuration)
(Estimated Time: 3-5 Days)
This is the core of the self-service package, using pre-built flows to guide campaign booking:
Flow Component & Timing | What it Does (The Process) | Key Deliverables |
Campaign Creation (Day 1) | Allows the external user to define the campaign name, duration, and crucially, select the Budget Type (Revenue or Impression) and Campaign Goal (Brand Awareness, Conversion, etc.). | Configured Flow Screen: Ready to capture all initial Media Campaign parameters. |
Audience Selection (Day 2-3) | Guides the user to select target demographics/interests (e.g., Geography, Age, Interest) via configurable categories. | Dynamic JSON Setup: Customization of Audience categories and headers to match the client's specific inventory segmentation. |
Inventory Selection (Day 4-6) | Executes a real-time Availability Check against the ADvendio inventory based on the user's audience, goal, and budget. Users add relevant products to a basket. | Filter Customization: Setup of the 3 active filters (e.g., Media Type, Format, Price) displayed to the user for refining search results. |
Summary & Cart (Day 7) | Provides a final cost overview, applying real-time Price Rules and Commitment discounts/surcharges. Allows final quantity adjustments. | VAT/Tax Logic Validation: Ensuring the virtual Media Campaign object calculates correct total amounts before saving. |
Record Creation & Save (Day 8) | Triggers the Save component to create the permanent Media Campaign, Campaign Items, and related records (Commitment Conditions, Targeting Groups) in the ADvendio database. | DML Fault Handling: Configuration of error paths to provide user-friendly messages instead of technical system errors. |
Payment & Invoicing (Day 9-10) | Collects final billing details and initiates the Create Invoices and Billing Run actions to generate the final invoice and send it to the customer. | Automated Invoice Generation: Testing the full cycle from order submission to final invoice PDF download/email. |
3. Inventory and Ad Material Setup
(Estimated Time: 2-3 Days)
What it is: Preparing the ADvendio core system data to be visible and usable in the self-service flow.
What we do:
Inventory Tagging: Flagging specific Price Items/Products in the master inventory to be available for the self-service portal.
Ad Material Component Setup : Configuration of the Ad Material Management component to allow external users to upload and assignment of creatives and set up the approval workflow with the internal Ad Ops team.
Deliverable: A validated inventory set that populates the self-service flow correctly, and a tested creative upload pathway.
4. Portal Features & Insights
(Estimated Time: 1 Day)
What it is: Configuration of administrative tools to drive adoption and manage content.
What we do:
Reporting: Activation and customisation of Insights (reports) to monitor key activities like new member adoption and unanswered questions for the internal portal manager.
Moderation & Gamification: Setup of basic Content Moderation rules and initial configuration of recognition badges to encourage user engagement.
Deliverable: An active dashboard for the internal team to monitor the portal's health and activity.