A B2B advertising publishing company is exploring Salesforce to manage its advertising sales business, track sales orders, and measure effectiveness of advertising. They have decided to use Advertising Sales Management (ASM) applicationlicenses. However, they are unsure about the additional products they need to purchase. Which two mandatory add-on products should a consultant recommend in this scenario?
Answer : A, B
For a B2B advertising publishing company using Advertising Sales Management (ASM) application licenses and looking to manage its advertising sales business, track sales orders, and measure the effectiveness of advertising, the two mandatory add-on products recommended are:
Sales Cloud: This is essential for managing customer relationships, tracking sales opportunities, and providing a comprehensive CRM solution that integrates with the Advertising Sales Management functionalities.
Industries Order Management: This add-on is crucial for efficiently managing and tracking sales orders within the advertising sales process. It enables the company to streamline order fulfillment and ensure accurate order processing and management.
These add-ons provide the necessary foundation and capabilities to support the advertising sales business and its operational needs within Salesforce.
Salesforce Sales Cloud documentation: https://www.salesforce.com/products/sales-cloud/overview/
Salesforce Industries Order Management overview: https://www.salesforce.com/products/industries/order-management/
Which two actions take place, when an insertion order is created and submitted in media cloud advertising sales management (ASM)?
Answer : A, C
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.
Salesforce Advertising Sales Management documentation: https://help.salesforce.com/
Salesforce Industries Order Management resources: https://www.salesforce.com/products/industries/order-management/
A customer wants to know which products have low reception with the customers. However, the publisher is having a hard time analyzing the data because apportunities reflect only the sold products, excluding products which were once part of an opportunity but were later dropped. What should a consultant ensure is included in the design so that sellers can store and access different version of the proposed media plan and its line items?
Answer : C
To address the challenge of analyzing products with low reception, where opportunities only reflect sold products and not those dropped from proposals, incorporating quotes and a 'Sync to opportunity' custom button in the design is essential. This setup allows sellers to create multiple quotes representing different versions of the proposed media plan and its line items. Each quote can be synced to the opportunity as it evolves, ensuring that all proposed products, including those later dropped, are tracked and analyzed. This approach provides a comprehensive view of customer reception to all products initially considered, not just the final selections.
Salesforce Quotes documentation: https://help.salesforce.com/articleView?id=quotes_overview.htm
Salesforce Opportunities and Quotes Guide: https://trailhead.salesforce.com/content/learn/modules/opportunity-and-quote-management
A company is planning to adopt media cloud and has requirements around the relationship between clients and their advertising agencies, where they want to capture the role of each agency so they can identify clearly what is the agency of Record. They also have requirements to map contacts within the agencies. How should the media cloud data model be used to represent these relationships?
Answer : A
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. Reference: https://help.salesforce.com/
Which two objects in the media cloud data model hold specific ad sales information within the advertising sales management application?
Answer : B, D
Within the Salesforce Media Cloud data model, specifically in the Advertising Sales Management application, certain objects hold vital ad sales information:
Quote: This object is pivotal in capturing proposed pricing and terms for advertising spots. It serves as a formal proposal to potential advertisers, outlining the costs associated with different ad placements within media content.
Media Plan Placement: This object details the specifics of each ad placement within a media plan, including its location, duration, and any other relevant criteria. It is crucial for organizing and managing where and how ads will be displayed in media content.
These objects are integral to managing the ad sales process, from proposing pricing to detailing the specifics of ad placements.
Salesforce Advertising Sales Management documentation: https://help.salesforce.com/
Salesforce Media Cloud resources: https://www.salesforce.com/products/media-cloud/overview/
A client is looking to adopt a new CRM solution to sell advertising products, starting with their digital content line of business. They sell standard digital ad products (digital banners, video inserts). Using media Cloud Advertising Sales Management (ASM), what is the most efficient approach for modeling these products?
Answer : C
For a client looking to sell standard digital ad products like digital banners and video inserts using Media Cloud Advertising Sales Management (ASM), the most efficient approach is to configure products using the Product Designer and associate these products with ad space specifications. This approach allows for the detailed definition and customization of ad products, including their dimensions, placement, and other relevant characteristics, directly within the Salesforce environment. Associating these products with specific ad space specifications ensures that they are accurately represented and can be effectively sold and managed within the digital content line of business.
Salesforce Media Cloud Advertising Sales Management documentation: https://help.salesforce.com/
Salesforce Product Designer Guide: https://www.salesforce.com/products/media-cloud/overview/
A B2B advertising publishing company is exploring Salesforce to manage its advertising sales business. They require a Sales Representative persona to be created for their users. Which three types of permission sets are required for a persona to be present in an enviroment?
Answer : B, C, E
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.
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/