8.4.1 Setup Ad Material Approvals

The following section explains how to set up and configure your ADvendio Ad Material Management feature 4.12 Overview Ad Material Management & Creative Upload

General Information   

The purpose of this function is to create Advertising Material record and then get it approved by the line manager and the responsible client to be ready for publication. Users can create Advertising Material records using the salesforce standard page and then submit them to get approved by the line manager and/or the client. Follow the next steps to make this work:

1. Add Manager to User

Each user who is supposed to use this feature needs to list a manager in his user record. Navigate to Setup →  Users → Users and open a users record: Then please select a manager:

2. Profile Access Settings

These users profiles and their managers profiles need to have 

  • Read, Create, Edit, Delete 

Permission on the Advertising Material (ADvendio_BriefingScript__c) object. Open the profile by navigating to Setup →  Home →  Users → Profiles. 

3. Adjust Page Layouts

Navigate to the Object manager and open the page layout(s) for the ADvendio_BriefingScript__c object

  • Please make sure that the following fields are Read-only 
    • "Script Status",
    • "Publication Date",
    • "Sent to Client (Ad)",
    • "Sent to Client (Script)" 
  • Make "Contact" field required
  • Add to the related list
    • Notes and Attachment,
    • Approval History

4. Set Up a Force.com Site 

Navigate to Setup →  Home → User Interface → Sites and Domains → Sites to set up a force.com site. Create a new domain with your company name if you don't have one already:

Once this is done add the VF Page MMResponseOnClientApproval "Thank you" site.  By clicking on the new button: 

Enter Site label and name similar to the above screenshot. Set the Active Site Home Page = Virtual Force Page MMResponseOnClientApproval.  

Save the site.

5. Set Up Custom Setting

Create Hierarchy Custom setting to store Force.com site page URL and grant access according to the profiles or user. 

Navigate to Setup →  Home → Custom Code → Custom Settings (view all) and click on "manage" on the MM Domain Page URL:

Create a new record for all profiles needed by

  1. selecting the correct profile and
  2. linking to the URL that you have created in step 4. Set Up Force.com Site.

Save and repeat for all profiles needed.