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salesforce-misc/advertising-sales-management

ASM - Seed Data Creation

Product Setup

Refer to the below doc to insert PCM and ASM related design data. (excludes targeting)

Script for Sample Product Data Setup

Targeting Setup

Refer to the below doc to insert the Targeting data.

Targeting Setup Script

Rules Framework

Pricing Procedure

  • Sample Pricing Procedure which has all the steps related to Media : MediaPricingProcedure_package.zip This can be deployed from Workbench.

  • Before deploying, unzip the package and open the procedure definition.

  • Make sure the Context definition mentioned in the procedure is present in the target org. If not, update the definition with the right context definition name.

  • Make sure the lookup tables are already present in the target org and update the definition to have the correct LookUpId properly set with the ID of the lookup tables in the target org.

  • In the selected Pricing Recipe, add the Lookup table under Price Adjustment Matrix section.

  • The above pricing procedure has a reference to lookup table Priority Based Adjustments. If you do not have this in your org, use this zip to deploy the Lookup table and activate. Priority_based_adj_DM.zip

Recording for reference:

▶️ Click here to view the demo video

Set Up Advertising Inventory Management Sample Data

This section describes the steps and prerequisites for setting up the sample data for Advertising Inventory Management.

Prerequisites

Before setting up the data, make sure that key administrative records and picklist values are correctly configured in your org.

Required Records

To set the dimensions, make sure that these records are created in your org:

  • Products
  • Media Channels
  • Ad Space Specifications
  • Locations
  • Unit of Measure

If the records aren't available in the org, you’ll see this error: No records found for the provided IDs. Skipping AdSpace insertion.

Required Junction Objects

The necessary junction object records must exist in the org and be correctly linked to the corresponding dimensional records. The setup script depends on these mappings to properly relate the new Ad Space records to the provided inputs. For example, the Ad Space Spec Product junction object links Product records with Ad Space Specification records.

Required Dynamic Picklist Values

Make sure that the required picklist values are present in the object fields:

Object Field Required Values
Media Channel Media Type
  • Digital
  • Print
  • In Store
Ad Space Creative Size Type Appearance Order
  • Primary
Location Location Type
  • Store
Unit Of Measure Type
  • Fixed
  • SOV
  • Impressions
Ad Space Ineligible Industry
  • Insurance
  • Healthcare
  • Education
  • Agriculture
  • Banking
Media Type
  • Digital
  • Print
  • In Store
AdQuoteLine Pricing Model
  • CPM
Ad Availability View Config Configuration Type
  • Template
  • Colour Scheme
  • Screen
  • Tab
Ad Space Capacity Capacity Duration Type
  • Daily
  • Weekly
  • Monthly
Ad Space Capacity Allocation Allocation Status
  • Pitched
  • On Hold
  • Released
  • Planned
  • Planned and On Hold
  • Booked

Create Apex Class Definitions

The procedure uses two Apex class definitions to set up the data.

Create two Apex class definitions to configure sample data in your org. Copy the contents of the InventoryManagementSetup and the AdSpaceCapacityBatch files to those Apex class definitions.

Now follow these steps: Steps for executing Inventory Management Scripts

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