Other Internal Topics on Salesforce

Creation

There are 2 stages for pushing a to Data Studio:

Unity: creation is an automated process in Unity. Select Salesforce as a channel and create the . This step pushes our s to the Krux console. Salesforce does not require any user input during creation. However we have added , Currency and Buyer name as user inputs so that is easier for external users to create a creation request which then needs to be manually updated in Krux console. Salesforce accepts Price in USD only.

** data takes 24-48 hours to reflect in Krux console as we have to upload user consent before uploading user data. Krux: Once a is listed in the Krux console (under the s tab), it needs to be pushed to Data Studio. s available in Data Studio are known as Assets. Following steps are required for the same:

• 1. Click on Data Studio tab Manage Assets Create New Asset
  2. On select/search for Base field, search for the you want to take live on Data Studio. Give it a Name (Marketplace name, can be the same name as the original ). Provide Description, Category, Sub Category, Type.
  3. Click Save & Provision
  4. The asset would then be pending approval from the Salesforce team. here is 24 hours.

Licensing

Only s/assets which have been approved by the Salesforce team can be licensed. A can be licensed in 3 different ways:

Discovery: Licensing to Discovery pushes the s to open Studio marketplace and allows any Data Studio customers to discover these s. This option is available in the Krux console.

Private: This allows the s to be pushed to a particular seat within Data Studio. This option is available in the Krux console. Partner: This allows us to share our s with non Data Studio customers. We have to drop an email to the support team with partner details to get this activated. Only CPM pricing allowed.

Steps to license assets/s for Discovery

Select an approved asset. Assets with a green tick against them are approved.

Select a pricing type (CPM/subscription) and add price. Select Date Range. Select Usage(how the would be used - activation, overlap, lookalike etc)

Manual approval: Check if you want to manually approve before any buyer uses our s. Unchecking it will allow any marketplace buyer to use the for the date range at the listed price.

Select blocklist/whitelist buyers. Select Buyer type. Select blocklist/whitelist for execution (partner channels where data can be shown

/used)

Steps to license assets/s for Private

Select Data Studio Customer

**Salesforce has changed its policy to show buyer list only on request and not by default. When you receive a request from client, submit a Buyer exposure request(Buyer Name) to Salesforce help immediately so that the buyer is available on the console by the time the is approved. SLA to be updated

[email protected]

Select a pricing type (CPM/subscription) and add price. Select Date Range.

Select blocklist/whitelist for execution (partner channels where data can be shown/used) Select Usage(how the would be used - activation, overlap, lookalike etc)

Once we license the to a client, they have to approve the before they start using it

** Shareable population: Shareable population is the percentage of audience against which we send consent data to Salesforce. If a shows 0 against this column, buyer won't be able to use it. Please raise an issue with Suminakshi Das if any shows 0 shareable population

Reporting

Salesforce shares the monthly usage report on the 15th of the next month which includes buyer usage.

More details on Salesforce Data Studio can be found in the training video here: https://drive.google.com/drive/folders

/1Lm45TuVjW7rrv5LzPgvPwJ4RBEqO2RJ7

Instruction from Sumi on how to license s to Salesforce DS (19/11/2019): https://drive.google.com/drive/folders/1V5gnrF-vlXm-nC8- SnUs3apwfYCDz7o_