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ADvendio Ad Management

Overview
Pages
1 Introduction
2 Account & Contact Management
3 Inventory Management
4 Sales & Order Management
5 Reporting
6 Billing & Accounting
7 Admin Basics
7.1 General Setup
7.1.1 Installation of ADvendio
•
7.1.2 Salesforce Setup
7.1.3 Manage Users and Licenses
•
7.1.4 Edit Your Company Information
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7.1.5 Edit the Homepage Layout
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7.1.6 Schedule Account Revenue Calculation
•
7.1.7 Localisation and Translation
•
7.1.8 Currency Setting
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7.1.9 Delete existing trial or demo data
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7.1.10 Languages
7.2 Setup ADvendio Features
7.3 Connect your Ad Server
7.4 Standard Salesforce Admin Basics
7.5 PDF Layout Configuration
7.6 Setup Billing & Accounting
7.7 Interfaces to third party systems
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7.8 Error Messages
7.9 Set up Einstein Analytics
8 Admin Advanced
9. ADvendio Self Service Portal
Release Notes
Support & Miscellaneous
  1. ADvendio Ad Management
  2. 7 Admin Basics
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7.1 General Setup

Created by Former user (Deleted)
Last updated: 2016-05-24 by Katrin Wedekind

Content

  • 7.1.1 Installation of ADvendio
    • 7.1.1.1 ADvendio Requirements
    • 7.1.1.2 Update ADvendio
    • 7.1.1.3 Troubleshooting
  • 7.1.2 Salesforce Setup
  • 7.1.3 Manage Users and Licenses
    • 7.1.3.1 Permission Set - ADvendio Super User
    • 7.1.3.2 Permission Examples
    • 7.1.3.3 Profiles - Access and Object Permissions
      • 7.1.3.3.1 Why do I see an access violation error?
    • 7.1.3.4 Why do I see feature activation required / license check has expired and what does it mean?
  • 7.1.4 Edit Your Company Information
  • 7.1.5 Edit the Homepage Layout
  • 7.1.6 Schedule Account Revenue Calculation
  • 7.1.7 Localisation and Translation
  • 7.1.8 Currency Setting
  • 7.1.9 Delete existing trial or demo data
  • 7.1.10 Languages

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