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To represent the relationship between Home and its agency, Agents, in Advertising Sales Management (ASM), the consultant should create two separate accounts: one for Home with a standard or advertiser record type, and another for Agents with an agency record type. This approach allows for the clear delineation of roles between the advertiser (Home) and its agency (Agents), enabling effective management and tracking of the advertising campaigns and interactions between the two entities.References:

In Salesforce Media Cloud, it's best to model the Home store account as an advertiser and Electro and Furnito as brands under it. This setup allows for clear differentiation between the main advertiser (Home) and its specific brands (Electro and Furnito), facilitating targeted advertising campaigns and proposals. Utilizing advertiser and brand record types ensures that the relationship and hierarchy between the Home store and its brands are accurately represented and managed within the system.References:

Salesforce Industries utilizes the Relationship Graph feature (B) to visualize connections between different parties involved in ad buys, such as advertisers, agencies, and their parent companies. The Relationship Graph provides a visual representation of how these entities are related, making it easier for digital publishers to understand and manage their interactions with each party. This feature enhances the ability to navigate complex networks of relationships within the advertising ecosystem.References:

• https://help.salesforce.com/
• https://www.salesforce.com/products/media-cloud/features/

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, acriteria-based sharing ruleshould 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.

References:

• 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