Organizations using both a PromoMats Vault and Vault CRM on the same domain can use a standard Vault to Vault connection.
Note: The PromoMats-CRM Connection is only available for organizations with both a PromoMats Vault and Vault CRM.
The PromoMats-CRM Connection enables the transfer of the following data from Vault CRM to your PromoMats Vault:
- CRM Product records
- CRM Product Group records
- CRM Detail Group records
- Content Groups records
- Surveys records
- Directories records
- Content Types records
- Event Topic records
- Event Configuration records
- Country records
The PromoMats-CRM Connection also enables the transfer of the following data from your PromoMats Vault to Vault CRM:
- Product Family and Brand/Product records
- Indication records
Vault notifies users when content is successfully published to Vault CRM via CrossLinks, and also notifies users of any errors.
Note: The PromoMats-CRM Connection works cross-domain between production and Sandbox Vaults. However, Vault does not populate production Vaults with data or documents from sandboxes.
Prerequisites
To use this feature, your Admin must complete the following procedures:
How the PromoMats-CRM Connection Works
The PromoMats-CRM Connection supports synchronizing records from multiple Vault CRMs. While synchronizing records:
- If a pre-existing record from the source Vault with a matching CRM Org, CRM ID, External ID, or Link value exists in the target Vault, Vault updates the existing record.
- If a pre-existing record from the source Vault with an identical Name but different CRM Org, CRM ID, External ID, or Link value, Vault creates a new record.
Vault uses the Link field to look up matching records in Vault CRM. If the Link field on an existing record in PromoMats is blank, the PromoMats-CRM connection uses the External ID field.
How the Country Integration Works
Vault CRM includes a Connection Settings object type, such as CLM Integration Settings, for each feature that supports document routing based on country. Within this object, users can select multiple Country (country_cda__v) values from the Country Filter picklist to route content for their PromoMats Vault.
In the PromoMats Vault, a Connection Country record is created to match the Countries selected from the filter in Vault CRM. The connection confirms that it creates a Connection Country record for each Country (country__v) record which has the Country (country_cda__v) field populated with values that match the values in the Country Filter picklist in Vault CRM.
For example:
- Vault CRM A: The Country Filter picklist is populated with United States.
- Vault CRM B: The Country Filter picklist is populated with United States, Canada.
- Vault CRM C: The Country Filter picklist is populated with Mexico, Canada.
Subsequently, the PromoMats Vault will have Country records for the United States, Canada, and Mexico, and the Country records will have their Country fields populated with country_cda__v picklist values for their matching countries. Additionally, the Global Country record also has its Country field populated with country_cda__v picklist values of United States, Canada, and Mexico, along with other countries listed.
After Vault synchronizes Vault CRM with the PromoMats Vault, the Connection Country object creates records as follows:
- Vault CRM A: United States, Global
- Vault CRM B: United States, Canada, Global
- Vault CRM C: Mexico, Canada, Global
If Document A in the PromoMats Vault has a Country field of United States and is updated with a new description, Vault CRM A and Vault CRM B are updated with the new description in near real-time, based on the records in the Connection Country object.
If Document B is created in the PromoMats Vault and has a Country field of Global, Vault CRM A, Vault CRM B, and Vault CRM C are sent Document B in near real-time, based on the records in the Connection Country object.