A Media Cloud customer is already running Advertising Sales Management (ASM) on an org and wants to upgrade from an older release to a newer release.
What should a Consultant do before migration?
Comprehensive and Detailed Explanation From Exact Extract:
Before migrating ASM to a newer release, it is crucial to take a backup of any customized or modified components in the existing (older) release to avoid losing customizations. Newer components should not be customized before migration. Activating new LWC and FlexCards is a post-migration step.
ASM Upgrade and Migration Best Practices
https://help.salesforce.com/s/articleView?id=sf.media_cloud_asm_upgrade.htm&type=5
A publisher is working with Agents, which is Home's agency, to advertise Home's products.
How should a Consultant create and relate these records in Advertising Sales Management (ASM)?
Comprehensive and Detailed Explanation From Exact Extract:
In Media Cloud ASM, Advertisers and Agencies are modeled as Accounts with different Record Types. The agency should be an Account with the Agency Record Type to reflect its role properly in the hierarchy and relationships. Contacts belong to Accounts but Agencies are best represented as distinct Account records for clarity and reporting. Brand Record Type is typically used for product branding, not agencies.
Media Cloud ASM Data Model Guide
Salesforce Account Record Types Best Practices
https://help.salesforce.com/s/articleView?id=sf.media_cloud_asm_accounts.htm&type=5
A Media Cloud customer is already running Advertising Sales Management (ASM) on an org and wants to upgrade from an older release to a newer release.
What should a Consultant do before migration?
Comprehensive and Detailed Explanation From Exact Extract:
Before migrating ASM to a newer release, it is crucial to take a backup of any customized or modified components in the existing (older) release to avoid losing customizations. Newer components should not be customized before migration. Activating new LWC and FlexCards is a post-migration step.
ASM Upgrade and Migration Best Practices
https://help.salesforce.com/s/articleView?id=sf.media_cloud_asm_upgrade.htm&type=5
A publisher is working with Agents, which is Home's agency, to advertise Home's products.
How should a Consultant create and relate these records in Advertising Sales Management (ASM)?
Comprehensive and Detailed Explanation From Exact Extract:
In Media Cloud ASM, Advertisers and Agencies are modeled as Accounts with different Record Types. The agency should be an Account with the Agency Record Type to reflect its role properly in the hierarchy and relationships. Contacts belong to Accounts but Agencies are best represented as distinct Account records for clarity and reporting. Brand Record Type is typically used for product branding, not agencies.
Media Cloud ASM Data Model Guide
Salesforce Account Record Types Best Practices
https://help.salesforce.com/s/articleView?id=sf.media_cloud_asm_accounts.htm&type=5
A Media Cloud customer is already running Advertising Sales Management (ASM) on an org and wants to upgrade from an older release to a newer release.
What should a Consultant do before migration?
Comprehensive and Detailed Explanation From Exact Extract:
Before migrating ASM to a newer release, it is crucial to take a backup of any customized or modified components in the existing (older) release to avoid losing customizations. Newer components should not be customized before migration. Activating new LWC and FlexCards is a post-migration step.
ASM Upgrade and Migration Best Practices
https://help.salesforce.com/s/articleView?id=sf.media_cloud_asm_upgrade.htm&type=5
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