Vault CRM
The following enhancements for the Vault CRM integration are added in this release.
Vault CRM Bridge - Object types
The Vault CRM Bridge now supports updating multiple object types in Vault CRM. Previously, the Vault CRM Bridge supported only one object type for HCOs and HCPs.
This enhancement is enabled by default in your Network instance. Administrators can map the Network fields to the Vault CRM object type.
Configuration requirements
To support multiple object types, map a Network field to the Vault CRM object type field.
Example mapping
If your Vault CRM has different object types for HCPs, you can map them to Network field values.
Vault Object Type | Network hcp_type__v field value |
---|---|
Prescriber | Prescriber |
Prescriber | Resident |
Non-Prescriber | Non-Prescribing Health Care Professional |
Non-Prescriber | Business Professional |
Non-Prescriber | Student |
DCR enhancements
Network Administrators can monitor the status of data change request (DCRs) in Vault CRM using the Task Audit History.
This enhancement is enabled by default in your Network instance.
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.