For creating a Sales Representative persona in a Salesforce environment, particularly for managing advertising sales business, the following three types of permission sets are required:

• Media Cloud Base User: This permission set provides foundational access to Media Cloud functionalities necessary for sales representatives.
• OmniStudioUser: Grants access to OmniStudio tools, enabling sales representatives to utilize these tools for designing and executing customer engagements.
• Rule Engine Runtime: Essential for allowing sales representatives to execute processes and rules defined within the Media Cloud environment, supporting decision-making and sales activities.

These permission sets collectively equip the Sales Representative persona with the necessary access and capabilities to effectively operate within the Media Cloud environment.

References:

• Salesforce Permission Sets documentation:https://help.salesforce.com/
• Salesforce Media Cloud resources: https://www.salesforce.com/products/media-cloud/overview/
• Salesforce OmniStudio documentation: https://developer.salesforce.com/docs/atlas.en-us.omnistudio.meta/omnistudio/

For ingesting and integrating all available channels as well as first and third-party data sources to create a cross-channel optimization platform, a consultant can use:

• TotalConnect: This method allows for the ingestion of data from various sources, enabling a comprehensive view of customer interactions and campaign performance across channels.
• Marketing Cloud Intelligence Data Lake Stream: Leveraging this integration method facilitates the streaming of large volumes of data into Marketing Cloud Intelligence, supporting real-time analytics and insights.
• API Connectors: These connectors provide a flexible and customizable way to integrate disparate data sources with Salesforce, enabling seamless data exchange and integration.

Utilizing these integration methods allows for the creation of a unified platform that optimizes cross-channel marketing efforts, leveraging data from diverse sources for comprehensive analysis and insights.

References:

• Salesforce Marketing Cloud Intelligence documentation:https://help.salesforce.com/
• Salesforce API Documentation: https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/

To mask custom text fields while meeting security compliance requirements and allowing select users to view the field values, a consultant should implement Salesforce ShieldPlatform Encryption (B) and configure profiles accordingly. Shield Platform Encryption provides a higher level of data protection by encrypting sensitive data at rest without compromising application functionality. By configuring profiles, the consultant can specify which users or groups have the permission to view the decrypted field values, ensuring compliance with both internal and external security mandates.References:

• https://help.salesforce.com/articleView?id=sf.security_pe_overview.htm
• https://help.salesforce.com/articleView?id=sf.pe_profiles_perm_sets.htm

For migrating Advertising Sales Management components from a source org to a target org,unmanaged packagesandchange setsare two effective tools. Unmanaged packages allow for the grouping of various components for deployment to another org, whereas change sets enable the transfer of specific customizations from one Salesforce org to another directly. Both methods facilitate the migration of configurations and customizations integral to Advertising Sales Management.

References:

• Salesforce Change Sets documentation:https://help.salesforce.com/
• Salesforce Unmanaged Packages Guide: https://developer.salesforce.com/docs/atlas.en-us.packagingGuide.meta/packagingGuide/packaging_package_intro.htm

Before starting a manual upgrade to the latest ASM release, a consultant must:

• Ensure they have the required permission sets and licenses: This is crucial to ensure the consultant has the necessary access rights to perform the upgrade and configure the system as needed.
• Complete the post-install tasks for Salesforce Industries Communications, Media, and Energy: These tasks may include configuration adjustments, data migrations, or other necessary steps to ensure that the upgrade is successful and that the system remains stable and functional after the upgrade.

Completing these steps ensures that the upgrade process goes smoothly and that the system is properly prepared for the new release.

References:

• Salesforce Industries Upgrade Guide:https://help.salesforce.com/
• Salesforce Permission Sets and Licenses documentation: https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/users_profiles_permission_sets.htm

When a new placement is added to an existing media plan in Advertising Sales Management (ASM) and the plan remains in an inactive state in Google Ad Manager (GAM), the consultant should ensure that the creatives are added to the corresponding line items in GAM. This action is necessary because GAM requires creatives to be associated with line items for them to become active and for the ads to be served. Adding the creatives completes the setup process in GAM and changes the status from inactive to active, allowing the media plan to be executed as intended.References:https://help.salesforce.com/

For an IT Manager looking to understand the structure of all Salesforce objects included in the Media Cloud solution, providing the Media Cloud data model is the most appropriate action. The data model will give a comprehensive overview of how the objects are structured and how they relate to each other within the Media Cloud environment. This understanding is crucial for planning integrations, customizations, and for ensuring the solution aligns with the company's business processes.References:https://help.salesforce.com/

When partners report not seeing changes in the Experience Cloud site, the administrator should consider several factors to troubleshoot the issue. Firstly, ensure that the page variation containing the OmniScript is published (B). An unpublished page variation will not be visible to users. Secondly, check if the latest version of the OmniScript is enabled(C), as older versions may not reflect recent changes or functionalities. Lastly, verify that the audience for the page variation is correctly defined and assigned (E). The audience settings determine which subset of users can view the page variation. Incorrect audience assignment can lead to visibility issues for intended users.References:

• https://help.salesforce.com/
• https://developer.salesforce.com/docs/atlas.en-us.omniscript_best_practices.meta/omniscript_best_practices/omniscript_manage_versions.htm
• https://help.salesforce.com/articleView?id=networks_customize_pages_for_audiences.htm

To allow the operations team to access quote records and perform the “create and submit order” action only when the corresponding opportunity status is “Closed Won”, while maintaining the organization-wide default setting for quote and order objects as private, acriteria-based sharing ruleshould be configured. This sharing rule can be set up to share order records with the operations team based on the specific criteria of the opportunity status reaching “Closed Won”, thus fulfilling the requirement with minimal customization.

References:

• Salesforce Sharing Rules documentation: https://help.salesforce.com/articleView?id=security_sharing_rules_create.htm
• Salesforce Opportunity Management guide: https://trailhead.salesforce.com/en/content/learn/modules/opportunity-management

In the context of integrating a media plan with ad servers, certain integrations should be configured as bi-directional synchronous interfaces. These include "Activate Campaign in Ad Server" (A) and "Check Ad Inventory in Ad Server" (D). Synchronous interfaces ensure that actions taken in Media Cloud (like activating a campaign) are instantly reflected in the ad server, and checking ad inventory happens in real-time, providing up-to-date availability data.References:

• https://help.salesforce.com/
• https://www.salesforce.com/products/media-cloud/overview/

For creating an Ad Ops persona in a B2B advertising publishing company exploring Salesforce to manage its advertising sales business, the two managed permission sets to add are:

• MediaCloudRuntime: This permission set provides the necessary runtime access within Media Cloud, enabling Ad Ops personnel to execute and manage operational tasks related to advertising sales.
• Media Cloud Base User: This foundational permission set grants access to basic Media Cloud functionalities, allowing Ad Ops personnel to access and interact with the core features of the Advertising Sales Management application.

These permission sets equip the Ad Ops persona with the appropriate level of access and functionality required to perform their role effectively within the Salesforce Media Cloud environment.

References:

• Salesforce Media Cloud documentation: https://www.salesforce.com/products/media-cloud/overview/
• Salesforce Permission Set documentation: https://help.salesforce.com/articleView?id=sf.perm_sets_overview.htm

In the upgrade from Advertising Sales Management Winter '22 to Spring '22, certain core components were moved to the media service on the core platform to facilitate easier upgrades. The set of components delivered as part of the managed package includes:

• OmniScript Definitions: These define the scripts for guided selling processes and customer interactions within the Advertising Sales Management application.
• CPQ APIs: Application Programming Interfaces for the Configure, Price, Quote functionality, enabling complex pricing and quoting processes.
• Apex Classes: Custom Apex code that provides extended logic and functionalities specific to the advertising sales management process.
• Lightning Web Components: Modern, lightweight UI components that enhance the user interface and user experience within the Advertising Sales Management application.

These components form the backbone of the managed package, ensuring that the core functionalities required for advertising sales management are maintained and upgraded effectively.

References:

• Salesforce CPQ API documentation: https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/
• Salesforce Lightning Web Components Guide: https://developer.salesforce.com/docs/component-library/documentation/en/lwc
• Salesforce OmniStudio documentation: https://developer.salesforce.com/docs/atlas.en-us.omnistudio.meta/omnistudio/

For a customer using the Media Cloud Advertising Sales Management application who needs to create, edit, and generate templates and documents, the required managed permission sets areDocGenInd CME Designer User and DocGenInd CME Runtime User. The Designer User permission set enables users to design and create document templates, while the Runtime User permission set allows for the generation and management of documents based on those templates.

References:

• Salesforce Document Generation documentation:https://help.salesforce.com/
• Salesforce Media Cloud Advertising Sales Management Guide: https://www.salesforce.com/products/media-cloud/overview/

In the context of Industries CPQ (Configure, Price, Quote), the API method that needs to be called from the integration procedure to return pricing information from the out-of-the-box pricing plan ispriceCart. This method is responsible for calculating the prices of items in a cart based on the defined pricing rules and structures within the CPQ system. By invoking this method, the integration procedure can retrieve accurate and up-to-date pricing information for the items selected by the customer.

References:

• Salesforce Industries CPQ documentation:https://help.salesforce.com/
• Salesforce CPQ API resources:https://developer.salesforce.com/

For a client transitioning from manual ad sales and media plan processes to using Media Cloud Advertising Sales Management, along with Industry CPQ and Industries Order Management, integrating with an ad server where no pre-built integration exists would begin with Industries Order Management. This system is designed to handle complex order processes and activations, making it the logical starting point for developing an interface to submit orders to an ad server. Leveraging the APIs available, a custom integration can be built within the Order Management framework to ensure seamless order transmission and activation on the ad server.References:https://www.salesforce.com/products/industries/overview/

When creating a media plan that includes linear ads for a specific TV program in Media Cloud, the consultant should use the Ad Space Specification object to define the TV program. This object allows for the detailed characterization of the ad spaces available for advertising, including specific programs, ensuring that the media plan accurately reflects the intended placements and associated specifications. It provides a structured way to capture the unique attributes of each ad space, such as a TV program, within the media planning process.References:https://help.salesforce.com/

For a home store wanting to advertise their products on a TV channel owned by a publishing company, the media plan should include the "Linear" channel (B). Linear advertising refers to traditional TV commercials broadcasted across scheduled programming. This is the most appropriate channel for TV-based advertising, as opposed to Out of Home (OOH), which relates to billboards and public displays, Print, which involves newspapers and magazines, and Digital, which encompasses online and social media platforms.References:

• https://www.salesforce.com/products/media-cloud/overview/
• https://help.salesforce.com/

To represent the relationship between clients and their advertising agencies in Media Cloud, creating both advertisers and agencies as separate accounts, with contacts under each, is the most structured approach. Utilizing the party model within this configuration allows for the explicit definition of each agency's role, including the designation of an agency of record. This setup enables clear identification and management of relationships between advertisers, their agencies, and individual contacts within those agencies, providing a comprehensive view of all parties involved.References:https://help.salesforce.com/

When an insertion order is created and submitted in the Media Cloud Advertising Sales Management (ASM), several key actions take place:

• A flow is initiated for asset creation and billing: This step involves initiating processes for creating the necessary ad assets and setting up billing arrangements for the advertiser. It ensures that all creative materials are prepared and billing is set up in accordance with the terms of the insertion order.
• Order is submitted to industries order management: This involves integrating the order into Salesforce's broader industries order management system. This step is crucial for ensuring the order is processed and managed efficiently within the larger ecosystem of Salesforce's industry-specific solutions.

These actions are essential for transitioning from the sales phase to the execution phase of ad campaigns within the Salesforce Media Cloud environment.

References:

• Salesforce Advertising Sales Management documentation:https://help.salesforce.com/
• Salesforce Industries Order Management resources: https://www.salesforce.com/products/industries/order-management/

In Salesforce Media Cloud, it's best to model the Home store account as an advertiser and Electro and Furnito as brands under it. This setup allows for clear differentiation between the main advertiser (Home) and its specific brands (Electro and Furnito), facilitating targeted advertising campaigns and proposals. Utilizing advertiser and brand record types ensures that the relationship and hierarchy between the Home store and its brands are accurately represented and managed within the system.References:https://help.salesforce.com/

For integrating with an ad server other than Google Ad Manager (GAM) to create an ad campaign, the consultant should recommend:

• Creating a custom integration procedure to integrate with the ad server: This involves developing a tailored integration solution that communicates directly with the ad server's APIs, ensuring seamless data exchange and functionality specific to the client's needs.
• Creating a custom solution using Apex code: Leveraging Salesforce's powerful programming language, Apex, to build custom logic and integrations that cater specifically to the functionality and workflows required for the ad server integration.

These approaches provide the flexibility and specificity needed to integrate with various ad servers, offering tailored solutions that meet the client's unique requirements.

References:

• Salesforce Developer Guide on Integration and APIs: https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/
• Salesforce Apex Developer Guide: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/

When a consultant wants to see analytical insights during the creation of a media plan in Advertising Sales Management (ASM), using Marketing Cloud Intelligence is the appropriate choice. Marketing Cloud Intelligence (formerly known as Datorama) provides comprehensive analytics and insights capabilities, enabling users to visualize and analyze data effectively. Through its integration with ASM, consultants can leverage these analytical insights to make informed decisions about media placements, optimizing ad sales strategies and improving campaign performance.References:https://www.salesforce.com/products/marketing-cloud/intelligence/

Salesforce Industries utilizes the Relationship Graph feature (B) to visualize connections between different parties involved in ad buys, such as advertisers, agencies, and their parent companies. The Relationship Graph provides a visual representation of how these entities are related, making it easier for digital publishers to understand and manage their interactions with each party. This feature enhances the ability to navigate complex networks of relationships within the advertising ecosystem.References:

• https://help.salesforce.com/
• https://www.salesforce.com/products/media-cloud/features/