A media cloud customer has a requirement of showing different fields to different groups of users so that confidentiality of information is maintained. For example, business unit A users cannot view quotes of business unit B and vice vers
a. However, both business units are supported by a single operations team who need to see both quote types. Managers need to be able to view and edit records of their team members. Which three sharing and visibility settings are relevant for consideration in this scenario?
Answer : B, C, D
To ensure confidentiality of information among different groups of users in a Media Cloud customer scenario, where business unit A users cannot view quotes of business unit B and vice versa, the relevant sharing and visibility settings to consider are Organization Wide Defaults, Sharing Rules, and Field Level Security. Organization Wide Defaults set the baseline level of access, Sharing Rules can extend access based on specific criteria, and Field Level Security controls visibility to specific fields within records, ensuring that information is only accessible to the appropriate users or groups.
Salesforce Security Guide: https://help.salesforce.com/articleView?id=sf.security_data_access.htm
Salesforce Field Level Security documentation: https://help.salesforce.com/articleView?id=sf.admin_fls.htm&type=5
A B2B advertising publishing company is exploring salesforce to manage its advertising sales business. The sales representatives can sell digital , tv, radio, print, and event ads to their customers in a single media plan. Which two media cloud types are available for planning out-of-the-box with media cloud?
Answer : A, D
For a B2B advertising publishing company that sells a variety of ad types through Salesforce Media Cloud, the two media types available for planning out-of-the-box are:
Digital: This media type covers online advertising formats such as digital banners, video ads, and other forms of digital content. Media Cloud supports digital ad planning with functionalities tailored to the needs of digital advertising.
Linear: This refers to traditional linear TV advertising, where ads are scheduled to run at specific times within a broadcast. Media Cloud provides out-of-the-box capabilities for planning and managing linear TV ad campaigns.
These media types are supported natively within Media Cloud, enabling sales representatives to plan and sell ads across these channels efficiently.
Salesforce Media Cloud documentation: https://www.salesforce.com/products/media-cloud/overview/
Salesforce Media Cloud Advertising Sales Management Guide: https://help.salesforce.com/
A sales executive creates a quote. When the quote status is changed to client approved, it should automatically be submittd for approval. The approver needs to be a queue instead of an individual salesforce user. How can this be achieved in the system?
Answer : B
To automatically submit a quote for approval when its status changes to 'Client Approved' and have a queue as the approver, an approval process should be invoked on the Quote object itself. This setup allows for the routing of approvals to a designated queue, enabling a group of users rather than an individual to review and approve the quote. This method is effective for organizations that require collaborative decision-making in the approval process.
Salesforce Approval Process documentation: https://help.salesforce.com/
Salesforce Queue Setup Guide: https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/queues.htm
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 customer has a requirement to allow the operations team to ider quote records in order to perform ''create and submit order'' action only when the corresponding opportunity has reached a specific status calles ''closed won''. Sales users will remain as the cord owners of quotes and order for reporting purpose. The organization wide default setting for quote and order object is private. How should a consultant solve this requirement with minimal customization?
Answer : D
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, a criteria-based sharing rule should 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.
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
A publishing company is evaluating Salesforce for the below functionalitis: a) lead to opportunity b) case management c) a media-specific data model d) OmniStudio capabilities. What is the minimum salesforce licenses a consultant should suggest?
Answer : A
For a publishing company requiring functionalities like lead to opportunity, case management, a media-specific data model, and OmniStudio capabilities, the Media Cloud Publishing license is the most suitable. This license package is designed to cater to the unique needs of publishing companies, incorporating core Salesforce features along with media-specific enhancements and the advanced tools provided by OmniStudio for designing customer-centric experiences and workflows. Reference: https://www.salesforce.com/products/media-cloud/overview/
A consultant is asked to help design a solution which could aid a company is expanding their reach into the small and medium business segment. This has traditionally been a challenge for a company in the direct-sales channel because the small and medium business greatly outnumber the sales team. What should the consultant do in the design to allow for advertisers/Agency to self-service their media plans?
Answer : A
To expand reach into the small and medium business segment and enable self-service for media planning, leveraging the Advertising Sales Management self-care feature through an Experience Cloud portal is the most effective solution. This approach allows approved advertisers or agencies to access a dedicated portal where they can autonomously create, modify, and track their media plans. This self-service capability not only enhances the customer experience by providing direct control over their media planning activities but also alleviates the workload on the sales team, making it easier to scale operations and reach a broader audience.
Salesforce Experience Cloud documentation: https://www.salesforce.com/products/experience-cloud/overview/
Salesforce Advertising Sales Management resources: https://www.salesforce.com/products/media-cloud/solutions/advertising-sales-management/