Syncing Events Metadata with Vault
- Browser (Classic, Lightning)
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.
Ensure initial configuration is complete before enabling this functionality.
To configure this feature:
Grant the integration user in CRM the following permissions:
- Any custom mapped fields
Grant the integration user in Vault the following permissions:
- Ensure admins and integration users have access to the CRM Vault Metadata Sync tab.
- Ensure all active EM_Event_Configuration_vod and EM_Catalog_vod records have a populated VExternal_Id_vod field.
- Configure the CRM Vault Metadata Sync tab to sync Event Configurations, Event Topics, or both.