Loading dynamic attribute data from Vault CRM

AD
DM

Dynamic attributes are special Vault CRM fields created for an immediate business need; something that would not require a custom field. For example, business admins might collect information for an account for an upcoming conference.

Dynamic attributes can be extracted from Vault CRM using the Veeva Connector. This is a one-way integration from Vault CRM to Network.

Tip: The field should be read-only in Network so it cannot be updated.

For more information about dynamic attributes, see Dynamic Attributes for Accounts in the Vault CRM Online Help.

SETI function

The SETI function can be used in source subscriptions to help load dynamic attribute data from Vault CRM. 

SETI(field, value)

Example

Incoming file

A file from Vault CRM includes columns for dynamic attributes.

VID dynamic_attribute_name__v dynamic_attribute_value_checkbox__v
929348577348723909 Key_Account TRUE
929348674539980761 Key_Account FALSE

NEX rule

In the source subscription, create a File Preparation rule.

Example

To map the dynamic attributes field names to Network field names, in the file preparation stage, create a new attribute called field.

In this case, we map the dynamic attribute, key_account, to key_account__c. Then, use the SETI function to set the value of the custom Network field using the dynamic attribute value.

  • Field is set to Key_Account.

  • dynamic_attribute_value_checkbox__v is set to True or False (checkbox field).

    Source aliases are used to convert the True/False values to Network reference codes (Y,N)

[
    "field =if(dynamic_attribute_label__v == 'Key_Account','key_account__c')",

"seti(field,dynamic_attribute_value_checkbox__v)"
]

View the data

Add the field to the profile layoutClosed A high confidence match between two records. ACT matches result in a merge without any human review., so users can view the data.