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Standardized Self Service 9 Day Package:

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.