Salesforce Customization with ADvendio

Implementation of Ad Manager using ADvendio managed package, a leading advertising business solution powered by Salesforce. The solution would enable management of business processes end-to-end with one system that comprises CRM, sales, order management, reporting, billing, and accounting.

• Implemented a custom object to hold schedule data and opened up connections with ADvendio schema (via ADvendio support) to enable the Salesforce object to collaborate with ADvendio objects such as Media Basket
• Implemented a granular search option for schedule items with 12 filters that populate data dynamically from stored records
• Created a custom page for ADvendio ADSpec search with three filters that populate data dynamically from stored records
• Implemented a batch job on qualified schedules to relay notification emails with a link to a force.com site where suppliers can view the forms and fill ad related data
• Custom Visualforce pages and controllers were developed to include the custom proposal and invoice formats (rendered as PDFs) generated via the ADvendio invoice engine
• Auto population of account-related data for media campaign, campaign item, and schedule item is implemented using a process builder
• ADvendio configuration and customizations to meet daily transactions
• Enabled ‘Managed Package’s Ad Manager’ for ad management including client’s schedule data to be used along with the Ad Manager functionalities
• Automated notification of ad material data which eliminated manual follow up with external suppliers
• Optimized ‘custom search' feature which made the cumbersome process of identifying schedule records easier and faster

• Customization of large sets of data before establishing collaboration with objects of ADvendio package
• Configuring and customizing ADvendio so that it works with the schedule items data
• Data validation and import to the org
• Automation of supplier notification email for qualified schedules
• Generation of fully customized proposals and invoices in PDF format

• 45% reduction in advertising transaction management costs
• Increased effectiveness while delivering cross-media campaigns
• Multi-layered approach for comprehensive Salesforce security, keeping both incorporated data and key functionalities protected from attack

• Force.com
• Salesforce platform configurations
• Apex customization (for controllers, schedulers, and batch classes)
• Visualforce pages/templates
• SOQL
• HTML
• CSS