Syncing Events Metadata with Vault

• Browser

To allow admins to avoid updating records in multiple systems, Event administrators can configure the CRM Vault Metadata Sync process to sync Event Configuration and Event Topic information between CRM and Vault. During each sync, newly created records in CRM are automatically created as new records in Vault, while deleted or inactivated records in CRM are automatically inactivated in Vault.

For example, the admin configures the CRM Vault Metadata Sync to sync specified EM_Event_Configuration_vod records to Vault. When the next sync occurs, a new crm_em_event_configuration__v record is created in Vault with information from the Event Configuration record in CRM automatically populated.

Configuration

Ensure initial configuration is complete before enabling this functionality.

To configure this feature:

1. Grant the integration user in CRM the following permissions:

   Object	OLS	Record Types	Field	FLS
   EM_Event_Configuration_vod	CRUD	Event_Configuration_vod	End_Date_vod Event_Type_vod ID Start_Date_vod VExternal_Id_vod	Read
   EM_Catalog_vod	CRUD	Event_Topic_vod	ID Name__vod Product_vod Status_vod VExternal_Id_vod Any custom mapped fields	Read

2. Grant the integration user in Vault the following permissions:

   Object	Field	FLS
   crm_org__v	crm__org_id__v name__v	Edit
   crm_em_event_configuration__v	crm_org__v crm_id__v external_id__v name__v status__v	Edit
   crm_em_event_topic__v	crm_org__v crm_id__v external_id__v name__v status__v	Edit

3. Ensure admins and integration users have access to the CRM Vault Metadata Sync tab.
4. Ensure all active EM_Event_Configuration_vod and EM_Catalog_vod records have a populated VExternal_Id_vod field.
5. Configure the CRM Vault Metadata Sync tab to sync Event Configurations, Event Topics, or both.