Syncing Events Metadata with Vault

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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__v 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 Configuring Events Management is complete before enabling this functionality.

To configure this feature:

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

   Object	Object Permission	Object Types	Field	Field Permission
   em_event_configuration__v	CRED	event_configuration__v	End_Date_vod event_type__v ID Start_Date_vod VExternal_Id_vod	Read
   em_catalog__v	CRED	event_topic__v	ID Name__vod product__v status__v VExternal_Id_vod Any custom mapped fields	Read

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

   Object	Field	Field Permission
   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 tab.
4. Ensure all active em_event_configuration__v and em_catalog__v records have a populated VExternal_Id_vod field.
5. Configure the CRM Vault Metadata tab to sync Event Configurations, Event Topics, or both.