Vault CRM integration

The following enhancement is available for customers who integrate Network with Vault CRM.

Vault CRM Bridge record counts

Network Administrators can now see the number of unchanged records that were upserted to Vault CRM in a bridge job. The counts for records added and updated have also been enhanced so they more accurately reflect the data.

This enhancement is enabled by default.

Job details

After a Vault CRM Bridge job runs, the Bridge Summary on the Job Details page displays a count of records that were added, updated, and had errors.

The Unchanged column is added to the table.

  • Adds - Upserted records were created in Vault CRM.

  • Updates - Upserted records were updated in Vault CRM.

  • Errors - Records failed to be upserted to Vault CRM.

    Click Download Error Report Log for details.

  • Unchanged - Records were upserted to Vault CRM but did not contain changes.

Report on upserted records

Advanced reporting users can report on the data from the Bridge Summary. In the SQL Query Editor (Reports), the Job Stats table is updated to include unchanged records.

Use this query to understand the impact of a bridge job. 

SELECT
        job.job_id,
        job.subscription,
        job.job_system,
        job.status,
        job.start_time,
        job_stats_view. "hco.adds",
        job_stats_view. "hco.updates",
        job_stats_view. "hco.unchanged",
        job_stats_view. "hcp.adds",
        job_stats_view. "hcp.updates",
        job_stats_view. "hcp.unchanged"
    FROM
        job LEFT OUTER JOIN (
            SELECT
                    mainTbl.job_id,
                    tbl1.counter AS "hco.adds",
                    tbl2.counter AS "hco.updates",
                    tbl3.counter AS "hco.unchanged",
                    tbl4.counter AS "hcp.adds",
                    tbl5.counter AS "hcp.updates",
                    tbl6.counter AS "hcp.unchanged"
                FROM
                    (
                        SELECT
                                DISTINCT job_id,
                                job_id AS redshift_distinct_helper_col_tmp
                            FROM
                                job_stats
                    ) AS mainTbl LEFT JOIN (
                        SELECT
                                job_id,
                                counter
                            FROM
                                job_stats
                            WHERE
                                metric = 'hco.adds'
                    ) AS tbl1
                        ON mainTbl.job_id = tbl1.job_id LEFT JOIN (
                        SELECT
                                job_id,
                                counter
                            FROM
                                job_stats
                            WHERE
                                metric = 'hco.updates'
                    ) AS tbl2
                        ON mainTbl.job_id = tbl2.job_id LEFT JOIN (
                        SELECT
                                job_id,
                                counter
                            FROM
                                job_stats
                            WHERE
                                metric = 'hco.unchanged'
                    ) AS tbl3
                        ON mainTbl.job_id = tbl3.job_id LEFT JOIN (
                        SELECT
                                job_id,
                                counter
                            FROM
                                job_stats
                            WHERE
                                metric = 'hcp.adds'
                    ) AS tbl4
                        ON mainTbl.job_id = tbl4.job_id LEFT JOIN (
                        SELECT
                                job_id,
                                counter
                            FROM
                                job_stats
                            WHERE
                                metric = 'hcp.updates'
                    ) AS tbl5
                        ON mainTbl.job_id = tbl5.job_id LEFT JOIN (
                        SELECT
                                job_id,
                                counter
                            FROM
                                job_stats
                            WHERE
                                metric = 'hcp.unchanged'
                    ) AS tbl6
                        ON mainTbl.job_id = tbl6.job_id
        ) AS job_stats_view
            ON job.job_id = job_stats_view.job_id
    WHERE
        job.job_type = 'bridge'
        AND job.start_time > dateadd (
            'day',

        - 5,
        CURRENT_DATE
    )

Example results