ADvendio Package Extensions

ADvendio Package Extensions

ADvendio Package Extensions are special additional functions, which are not included into the standard ADvendio Package. You can install the package extension in your Org to access this new functions, similar to how you install ADvendio. These extension packages can contain new objects and fields as well as new features, based upon existing workflows and processes within ADvendio. Below you find an overview of package extensions available for ADvendio, as well as the links for installation.

 

ADvendio Media Buying Pilot (Deprecated)

The ADvendio Media Buying Pilot extension has concluded and should not be used. Please refer to https://advendio.atlassian.net/wiki/spaces/SO/pages/3595468801 instead.


Sales Cloud Connect - ADvendio Synch MC to Opp

This extension connects ADvendio to the Sales Cloud and offers the possibility to synch your Media Campaigns and Opportunities for reporting purposes. Find more information in our wiki: 8.10 ADvendio Features for Salesforce Sales Cloud Users

To install ADvendio Synch MC to Opp please use the following link

For the extension to work properly, at least ADvendio version 2.90 needs to be installed.

Please ensure that you are not logged into a Salesforce Org where you don't wish to install ADvendio! We recommend that you either use an incognito window of your browser or use a different browser altogether to install new versions.

Change Log

Version

Type

Change

Version

Type

Change

1.2

Improvement

Several Bug fixes + Added possibility of German Translation

1.1

Improvement

Improved Description and Help Texts for all fields.

 


ADvendio Third Party / Intermediary Commission Revision

This extension allows you to adjust values in your third-party commitments after they have been running and also recalculate all related records like the publisher payouts and credit notes to your third parties. Read more about how to work with this extension here: 4.14.1 Third Party / Intermediary Commission Revision and learn how to 8.7 Install Third Party / Intermediary Commission Revision.

To install ADvendio Intermediary Commissioning Revision please use the following link

For the extension to work properly, at least ADvendio version 2.104 needs to be installed.

Please ensure that you are not logged into a Salesforce Org where you don't wish to install ADvendio! We recommend that you either use an incognito window of your browser or use a different browser altogether to install new versions.

Change Log

Version

Type

Change

Version

Type

Change

1.13

Changes & Optimizations

Various changes & optimizations, support of new commitment structure

1.12

Changes & Optimizations

Various changes & optimizations

1.3 - 1.11

Changes & Optimizations

Various changes & optimizations

1.2

Improvements

Added additional reports for generated revisions and Publisher Payout

1.2

Changes & Optimizations

Various changes & optimizations

1.1

Changes & Optimizations

Various changes & optimizations

 


Platform 161 Connect

Platform 161, with its headquarters in Amsterdam, is a DSP for advertisers, agencies and publishers. Read more details here 7.7.2.1 Connect Platform 161.

To install ADvendio P161 Connect please use the following link

For the extension to work properly, at least ADvendio version 2.106 needs to be installed.

Please ensure that you are not logged into a Salesforce Org where you don't wish to install ADvendio. We recommend that you either use an incognito window of your browser or use a different browser altogether to install new versions.

Change Log

Version

Type

Change

Version

Type

Change

1.5

Changes & Optimizations

Changed the number of max. characters for the username field in the credentials settings, to allow also usernames with more than 30 characters to be used.

1.4

New Feature

It is now possible to use Geo Targeting for Countries, Regions and Cities.

1.3

New Feature

Set Direct Deals for your Campaigns. See our improved documentation for a feature overview: 

7.7.2.1 Connect Platform 161

7.7.2.2 Push Media Plans and Campaigns to Platform 161

1.2

Changes & Optimization

Various changes & optimizations

1.1

New Feature

Set Inventory Sources for your Campaigns.

1.0

New Feature

Push Media Plans and Campaigns to Platform161

 


ADvendio Lightning Flows

This extension provides you with ready-to-use lightning flow templates that support your business tasks in ADvendio. You can easily adapt them to meet your specific needs for ad management. Find all the details here: 

7.6.11 Install the Split Billing Lightning Flow

7.6.12 Install the Debtor Change Lightning Flow

7.6.19 Configuring Programmatic Buyer Selection via Lightning Flow

To install ADvendio Lightning Flows please use the following link

In order for the extension to work properly, at least ADvendio version 2.110 needs to be installed.

Please ensure that you are not logged into a Salesforce Org where you don't wish to install ADvendio. We recommend that you either use an incognito window of your browser or use a different browser altogether to install new versions.

Change Log

Version

Type

Change

Version

Type

Change

1.6

New Feature

Programmatic Buyer Selection to help you set up Programmatic Guaranteed and Preferred Deals for Google AdManager

1.5

Changes & Optimizations

Fixed Change Debtor flow so that cancelled invoices are ignored now.

1.4

Changes & Optimizations

Fixed split billing flow so that split records are only created at the end of the process

1.3

Changes & Optimizations

Made Debtor Change Flow available as Template

1.2

Changes & Optimizations

Added Action for Debtor Change

1.1

New Feature

Change Media Campaign debtor

1.0

New Feature

Split billing for Campaign Item


ADvendio Analytics

The ADvendio Analytics extension provides templates for creating Apps and visualising data to gain key insights and understanding on your ADvendio data and imported data such as your programmatic revenues from Exchanges and SSPs. Simple templates enable quick creation of dashboards, data flows and much more through a handy templates wizard.

In order to use this extension, users need to have ADvendio version 2.131 or up. To operate Analytics Studio, you will also need to purchase a separate license. Please contact your Technical Account Manager or support@advendio.com for more information.

To install ADvendio Analytics please use the following link

Change Log

Version

Type

Change

Version

Type

Change

1.2

Changes and Optimizations

  • Various fixes and improvements on the dashboards

1.1

New Feature

ADvendio Analytics Template, coming with out of the box dashboards for:

  • Revenue per Channel, Customer and Product and the Revenue Development

  • Sales Home: See your pending Media Campaigns and Tasks at one glance

  • Sales Goals Overview: See all your or your teams Sales Goals, how much they are already reached and understand exactly what Campaigns have contributed to the goal reach!

Example Flow for Third Party Delivery Data import with CRM Analytics

1.0

New Feature

Programmatic App Template


ADvendio EDI Extension

This extension provides possibilities to connect ADvendio to the OBS Service that provides a standardized communication channel for booking advertising campaigns between agencies and publishers .

Find more information in our wiki: https://advendio.atlassian.net/wiki/spaces/SO/pages/4606394387

To install ADvendio EDI Extension please use the following link

For the extension to work properly, at least ADvendio version 2.177.7 needs to be installed.

Please ensure that you are not logged into a Salesforce Org where you don't wish to install ADvendio! We recommend that you either use an incognito window of your browser or use a different browser altogether to install new versions.

Change Log

Version

Date

Type

Change

Version

Date

Type

Change

1.9

January, 26th 2026

Logic Details

  • Scheduled Job Fixes:

    • Addressed issues with the scheduled job for retrieving files, ensuring it now works correctly in production environments (OBS 1.9).

    • The scheduler class (ADvendioEDI.OBSFileRetrievalScheduler) now executes as expected, and scheduled jobs run successfully on Exchange.

1.9

January 26th 2026

Logic Details

  • Confirmation Limit Removal:

    • The confirmation limit of 10 for ORD CNF, CRQ CNF, and STO CNF has been removed. There are now no limitations on the number of confirmations processed.

1.8

Mid November

Logic details

Detailed Changes

1. Client Configuration & Data Mapping

  • Replaced hardcoded logic for "HubertBurdaMedia" with a new configurable field (ADvendioEDI__OBSAccountID__c) on Legal Entity, allowing easier client-specific handling.

  • Fixed an issue where "null" constant mappings caused required fields (e.g., commoncontact.phone, disposition.price.grossprice) to be incorrectly filtered out.

  • Added the ability to import and map new generic fields, increasing flexibility for future data requirements.

2. Confirmation (CNF) Component UI & Usability

  • Users can now unselect items or use a single-select checkbox in the CNF component for improved selection control.

  • Added a refresh button to the CNF component, enabling users to reload data after sending a confirmation.

  • EDI message names are now displayed (instead of IDs) and are clickable, opening the message in a new tab for easier access.

  • Enhanced the confirmation component with additional columns, including combined position numbers and date ranges ("From" and "Until" dates).

  • Agency Contact is now correctly mapped and displayed in CNFs.

3. Data Handling & Processing

  • Improved the merging of the Description field with the External Name for Ad Specials, ensuring correct display in PDFs and supporting Ad Special conditions.

  • Enhanced logic for handling symbols in text blocks, improving the transformation from HTML to plain text.

  • Added support for sequence fields outside of Dispositions, allowing sequential values to be created on simple fields.

  • Credits descriptions are now sorted correctly based on category tags in the XML.

4. Error Handling & Messaging

  • Improved error messages for scenarios where the client server is not accessible or no files are found, making troubleshooting easier.

  • Enhanced error messaging for media campaign creation failures, providing clearer information in logs and validation rules.

5. Confirmation of Cancellations (Combinations)

  • Improved the process for confirming cancellations involving combinations, ensuring all relevant components are confirmed as a package.

Admin Actions

  • Update Legal Entity records to use the new ADvendioEDI__OBSAccountID__c field for client-specific logic.

  • Review and enable the new validation rules for error messaging as recommended.

  • Test the new UI features in the CNF component, including selection controls and the refresh button.

  • Validate that new fields can be imported and mapped as required.

  • Confirm that the merging of Description and External Name for Ad Specials is working as expected in generated PDFs.

  • Ensure that sequence fields and credits descriptions are processed and displayed correctly.

1.7

mid/end October 2025

Logic details

  • Mapping fixes

  • new flows for automation

  • better error handling

1.6

end September 2025

Logic details

  • Reject Line Items: You can now reject individual line items in a proposal or order.

  • Clearer Message Workflow: The workflow for messaging has been updated for a more intuitive process.

  • Workflow Automation Templates: New "Template Flows" are available to make automating specific tasks easier.

1.5

This version was skipped due to technical reasons.

1.4

August, 28th 2025

Logic details

  • Bulk Confirmations: Added support for confirming multiple line items at the same time.

  • Enhanced Details & Errors: Now provides more detailed mapping information and improved error messages for faster troubleshooting.

1.3

August, 21st 2025

Logic details

 

1.2

This version was skipped due to technical reasons.

1.1

July, 31st 2025

Logic

Added the core logic of the OBS integration by including several components to start interaction between OBS server and ADvendio:

  • Connection Gateway & Extension: The ADvendio gateway and installation extension are now available, enabling a direct connection to OBS.

  • Message Import: You can now import messages from OBS.

  • Automated Document Generation:

    • Create standard media campaigns and import PDFs for further processing.

    • Generate XML for order confirmations, change confirmations, and campaign cancellations.

  • Flexible Field Mapping: Supports both standard and custom field mapping, including combinations.

  • Message Overview: A basic message overview is now available in the Message object.

1.0

July, 16th 2025

First Version Datamodel

This version introduces the main data model needed for OBS connections with several objects and fields. Please find a detailed list in the documentation linked (to be published around July, 31st 2025).