8.6 Feature Overview and their configuration
- Former user (Deleted)
- Former user (Deleted)
Unfortunately, not all the ADvendio features come ready to use when you install a new version to your production or sandbox salesforce organization. Here you find a quick reference which features you can configure and where to do so. We highly recommend to read through the detailed wiki documentation for each feature to set this up. Remember, that many of these configurations are "data" which can't transferred when you test in a sandbox and try to deploy this to production. You will have to redo some of these steps manually. Any of the functions you don't find in this list are currently not configurable.
Feature | Component | Description | Configure | Search for | Detailed Documentation |
|---|---|---|---|---|---|
| AdMananger Kanban | AdMananger Kanban | AdManager Kanban provides an overview of current Media Campaigns and items, based upon their current status. | Record at object "Feature Setting" | Feature Name = AdManagerKanban | 8.7 Configure the AdManager Kanban / Console |
| AdServer Status | Sync the status of the campaign items of AdServer and ADvendio. | Setup → Custom Settings → Adserver Status Mapping | 7.3.14.1 Configure "Update Ad-Status in AdServer" | ||
| Accounting Record Creation | Standard Accounting Interface | Creation of Accounting Records based on Accounting Rules | Records at object "Feature Setting" | Feature Name = "Finance" | 7.6.8.1 Feature Settings for the Accounting Interface |
| Administration Settings | Setting | The first tab is to set your own personal user settings, the second the general administration settings relevant for ALL users. We created a visualforce page for a more comfortable configuration of the multiple settings | Administration Settings | 7.2.1 Administration Settings | |
| Advertiser Agency Relation | Create Relations between an Advertiser and an Agency. | For Lightning only: Field mapping configurable in Salesforce Setup | Setup → Object Manager → Advertiser Agency relation → Buttons | ||
| Booking Calendar | Booking Calendar | Have an calendar overview of your exclusive products and avoid overbooking. | Remote Site Settings Wizard will write records at object "Feature Setting" Inventory Configuration | 7.2.4 Setup Booking Calendar | |
| Cancellation | Cancelation Wizzard | Allows to create Cancellation for existing Invoices, Invoice items. | Records at object "Feature Setting" | Tab Cancellation Wizard | 7.6.3 Customize your Finance Wizards |
| Commercial Optimizer | Commercial Optimizer | Modify and change your running media campaign line items according to your and your customers' needs | Records at object "Feature Setting" Tab Setup and Rules Approval Workflow | 8.9 Setup and Configuration of the Optimizer | |
| Commitments | Commitments | Financial agreements between publishers, customers, or/and your customers' agencies | Custom Settings | 7.2.9 Set up Commitments | |
| E-mail Dispatch | Dispatch Invoices etc. to your mails | Administration Settings, Salesforce E-Mail Templates | 7.6.4 Setup Billing Run - automate Invoices | ||
| Flexible Payment Plans | Flexible Payment Plans | Allow users to set up an individual payment schedule whereupon invoices are only produced based on that schedule. | Administration Settings | 7.6.6 Set up Flexible Payment Plans (FPP) | |
| Forecast | Sales Goals and Campaign Item Revenue Split | Plan forecast revenue per sales representative and be able to split the attained revenue (to calculate commissions) on media campaign level for involved sales team members. | Records at object "Feature Setting" | 7.2.5 Setup Sales Goals and Revenue Splits (Forecasts) | |
| Generic Clone | Generic Clone | Clone objects based on criteria you set. | Records at object "Feature Setting" | Feature Name = GenericClone OR Feature Name = GenericCloneDetailConfiguration | 8.2 Create a Generic Clone Button for any Object |
| Inventory and Rates Manager | Inventory and Rates Manager | This tool lets you mass create inventory records and link them. | In tool configuration | 7.2.7 Setup Inventory and Rates Manager | |
| Invoice Generation | Create Pre-Invoices, Invoices and Cancellations. | Records at object "Feature Setting" | 7.6.7 Schedule "Update Delivery Data" Apex job for PreInvoices | ||
| Media Configuration | Customize Campaign Items to your Media Campaign. | Administration Setting Tab Setup and Tab Rules | 7.2.2 Setup Media Configuration | ||
| Net Calculator | Net Calculator | You can use this calculator to optimize your campaigns. | Field Set at object Campaign Item | 7.2.17 Configure the Net Calculator | |
| Package Manager | Package Manager | This wizard helps to create pre-defined Packages. | Record at object "Feature Setting" | 7.2.14 Configure the Package Manager | |
| PDF Documents | PDF Documents | Records at object "Quote Preference" and "Invoice Preference", Administration Settings | 7.5 PDF Layout Configuration | ||
| Publisher Payout | Publisher Payout | Creation of Media Campaigns to allow the Payout of your Publishers. | Records at object "Feature Setting" | 8.6 Setup Publisher Payout | |
| Sort Campaign Items | Sort Campaign Items | User Settings Administration Settings | 7.2.8 Setup Sort Campaign Items | ||
| Synchronize SObject to SObject | Sales Cloud Connector | Sync KPI's from Salesforce Opportunities to Media Campaign | Install Extension | 8.10.1 Setup Sync Media Campaigns to Sales Cloud Opportunities | |
| Third Party Commission Wizard | Third Party Commission Wizard | Easy payout for intermediary. | Records at object "Feature Setting" | Feature Name = Third Party Commission Wizard | 7.6.5 Configure the Third Party Commission Wizard |
| VAT | VAT | Steer the VAT Calculation in ADvendio. | Setup → Custom Settings → "VAT" | 7.6.1.1 Configure the VAT / GST Calculation |