1 - Integrate the Daily Aggregate Database with Microsoft Advertising (Bing Ads)

Detailed steps to configure the Daily Aggregate Database with Bing Ads reporting data.

Before starting the configuration below, make sure you have reviewed all Installation & Configuration: Considerations. If there is nobody in your organization that has both a Salesforce Administrator profile and has access to a Microsoft Advertising account with at least Viewer access to the Bing Ads Account, then follow the instructions here.

Step 1: Open OAuth Configuration Page in Salesforce

Navigate to Setup | Develop | Visualforce Pages.

1. Look for the page titled FCO_VFConfigAuth and click on the Preview button:
2. Copy the URL of the page that opens. You will need it in Step 3 below. Keep this page open as you will return to it in Step 4.

Step 2: Get Configuration Details from Microsoft Advertising Console

If you do not already have a developer token from the Microsoft Advertising Developer Console, you will need to request one.

1. Sign in to the Microsoft Advertising Developer Console with a user that has Super Admin credentials.
2. Select the user that will be associated with this developer token.
3. Click Request Token.

Save the Developer Token you receive as it will be used in later configuration steps.

Next, go to the Microsoft Advertising Center while signed in with the same user. The URL should contain the Account ID and Customer ID parameters that you should save for later steps:

1. In the URL, find "aid=" and save the number between the "=" character and the "&" character. This is your Account ID.
2. In the URL, find "cid=" and save the number between the "=" character and the "&" character. This is your Customer ID.

While in the Microsoft Advertising Center, determine how you are setting UTM parameters on Bing Ads campaigns. There are usually 3 ways:

1. On the individual Campaign level, setting the Final URL field. This is what we would call AdFinalURL in Step 5.
2. On the individual Campaign level, setting the Tracking Template field. This is what we would call CampaignTrackingTemplate in Step 5.
3. On the Account level, setting the Tracking Template field. If this is set differently than the default described in Step 5, you will need to input the Account Tracking Template value in the Bing Account Tracking Template Override field. If no UTM parameters are set on the Campaign level, Digital Source Tracker will use the template in this field.

Step 3: Register a Microsoft Azure App

In order to authenticate the Bing Ads integration with your Salesforce organization, you will need to register a Microsoft Azure App.

1. Click New Registration on the Azure portal - App registrations page.
   1. Name: Full Circle Insights Bing Connector
   2. Supported account types: Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)
2. Go to Overview on the left sidebar and save the value in Application (client) ID. This is the Client ID you will use in Step 6.
3. Go to Certificates & secrets on the left sidebar and click New client secret:
   1. Description: SFDC Secret
   2. Expires: Custom
   3. Start: today's date
   4. End: the date 2 years from today
   5. Make sure to save the Client Secret value immediately because you cannot recover it later. This is the Client Secret you will use in Step 6.
4. Go to Authentication on the left sidebar and click Add a platform:
   1. Choose Web.
   2. Redirect URIs: Enter the URL from Step 1 above. Ensure that the URL is all lower-case, otherwise authentication will fail.
      1. Note: If you are adding multiple Redirect URIs with different subdomains belonging to the same top-level domain, you must first add the top-level domain (e.g. “https://force.com/apex/fco_vfconfigauth”)
   3. Click Configure when done.

Step 4: Verify Remote Site Settings

Back in Salesforce, navigate to Setup | Security Controls | Remote Site Settings and ensure that the following two remote sites have the Active box checked:

1. Bing_Ads_API
2. Microsoft_Identity_Platform

Step 5: Configure Ad Platform Datasource Config Custom Metadata Type

Navigate to Setup | Develop | Custom Metadata Types and click on Ad Platform Datasource Config:

1. Under Page Layouts, click Edit next to Ad Platform Datasource Config Layout
   1. Add the 5 available Bing fields to the page layout
2. Back on the Ad Platform Datasource Config page, click on Manage Ad Platform Datasource Configs at the top.
3. Click Edit on Additional Datasources Configuration and enter the following information into the following fields:
   1. Bing Account ID: The Account ID value you saved in Step 2.
   2. Bing Customer ID: The Customer ID value you saved in Step 2.
   3. Bing Developer Token: The Developer Token value you saved in Step 2.
   4. Bing UTM Setting Type: either AdFinalUrl or CampaignTrackingTemplate depending on how your Bing Ads account is setting UTM parameters.
   5. Bing Account Tracking Template Override: if the Bing account has UTM parameters set on the account-level tracking template but it’s different than the default template, then this field overrides the account-level tracking template based on your own Bing setup.
      1. Default account tracking template: {lpurl}?utm_medium=cpc&utm_source=bing&utm_campaign={_campaignname}
   6. Click Save when done.

Step 6: Complete Authentication Flow

For the following step, we strongly recommend using a Microsoft Advertising account that is dedicated for integrations rather than an account that belongs to a particular employee. If that employee leaves the company and the Microsoft Advertising account loses access, then the Bing Ads integration for Digital Source Tracker will stop working.

Navigate back to the OAuth Configuration (FCO_VFConfigAuth) page opened in Step 1 and enter the following information into the following fields:

1. Name: bing
2. Client ID: The Client ID value saved in Step 3.
3. Client Secret: The Client Secret value saved in Step 3.
4. Authorization URL: https://login.microsoftonline.com/common/oauth2/v2.0/authorize?prompt=consent
5. Token URL: https://login.microsoftonline.com/common/oauth2/v2.0/token
6. Default Scope: openid%20profile%20https://ads.microsoft.com/msads.manage%20offline_access
7. Click Start Authentication Flow.

Step 7: Approve Authentication Request

If you are a Bing Ads customer, a Microsoft consent screen page appears with the question "Let this app access your info?". Click Yes. You will be redirected back to the OAuth Configuration page in Salesforce.

Step 8: Confirm Successful Authentication

The OAuth Configuration page should display Authentication complete! This confirms that authentication to your Bing Ads account was successful.