Vault CRM DCRs
DM
Data change requests (DCRs) can be submitted to Network from Vault CRM. The DCRs are processed in real-time; when the DCR is processed in Network, the updates are immediately available in Vault CRM.
Integration requirements
The Vault Integration Username configured on the Network Administration page in Vault CRM must be the same username that is used for the Vault external credentials configured in Network.
For additional configuration requirements for Vault CRM, see Vault CRM Help: Data Change Requests.
Track DCR status
Administrators can use the Task Audit History (Logs) in Network to monitor the status of data change request (DCRs) sent from Vault CRM.
DCR events
All data change request events are logged in the Task Audit History.
An action type is assigned to each event.
| Action Type | User Name | Details |
|---|---|---|
| CreateTask | VaultCRM | A task was created by <user> in Vault CRM. |
| ServiceLog | System | A log is generated by Network to indicate a change in the task state. |
| ChangeState | System | The DCR state was changed. |
| ReceiveDCR | System | The DCR data was received in Vault CRM. |
| TransformDCR | System | Mappings were read using <integration user>. |
| SubmitDCR | System | A DCR was sent to Network API using the Vault CRM Bridge. |
| UpdateVaultCRMCustomerData | System | The account was upserted to Vault CRM. |
| UpdateVaultCRMDCR | System | The DCR status was updated in Vault CRM. |
| Receive Notification | System | A notification of task state change has been resolved. |
| ResolveTask | System | Task was resolved. |
| CompleteTask | System | Task was closed. |
Event errors
Any errors that occur during the DCR process are also logged in the appropriate events. For example, if an account import to Vault CRM fails during the process, the error displays in the UpdateVaultCRMDCR event.
Task IDs
The Task ID column is blank when the DCR is first received from Vault CRM.
Change request key
The Change Request Key column and Change Request Key filter are added to the log. A change request key is the global DCR ID that is assigned to each event.
Add the change request key to the filter to view all events for a DCR.
