Enable Sending Vault Safety Cases to the Signal Database

Learn how to enable making Vault Safety Cases available for Signal detection and analysis.

Last Updated Apr 27, 2023

Note Beginning with 24R1 in April 2024 and for all subsequent releases, the new Vault Safety Help site is the official site for all Vault Safety Help content. This site reflects updates until the 23R3 release only. For the latest information, visit the new site.

About the Feature

Support for sending Cases to Signal was added to Vault Signal in 22R2. Vault Safety can automatically copy individual Cases or Cases in bulk to the Signal database. This feature includes the ability to resend Cases that were initially unsuccessfully copied to Signal. Once Cases are copied, they are available for Signal detection and management in Vault Signal.

See How Vault Safety Copies Cases to Signal to learn more about the considerations for successful Case copying and the Case data that can be copied to Signal.

Add Permissions for the Signal Case Sync Log Object

Add permissions for the Signal Case Sync Log object so that Admins can configure the Send to Signal action:

1. Go to Admin > Users & Groups > Permission Sets > [permission set].
2. Go to the Objects tab.
3. Grant Read permissions to the Signal Case Sync Log object.

Update the Source Object Page Layout

Follow the steps below to add sections and fields to the Source page layout:

1. Go to Configuration > Objects > Source.
2. In the Page Layouts tab, go to the Source Detail Page Layout.
3. Select Add Section > Related Object.
4. Complete the following information:
   • Related Object: Source Sponsor
   • Section Label: Source Sponsors
   • Section Name: source_sponsors__c
   • Creation Option: Create record in new page
5. Add the following columns to the Source Sponsors section:
   • Name
   • Sponsor
   • Enable Send to Signal
   • API Key
6. Select Add Section > Related Object.
7. Complete the following information:
   • Related Object: Signal Case Sync Log
   • Section Label: Signal Case Sync Log
   • Section Name: signal_case_sync_log__c
   • Creation Option: Create record in new page
8. Add the following columns to the Signal Case Sync Log section:
   • Signal Case System Log Name
   • Sponsor
   • Sync Status
   • Log Message
   • Case
   • Sync Date
   • Copy ID
9. Create a new Layout Rule using the following information:
   • Label: Hide if not PV Database
   • Name: ​​hide_if_not_pv_database__c
   • Hide the following Page Layout Items: Sections > Source Sponsors, Signal Case Sync Log
   • IF this Layout Rule Expression is TRUE:
     api_name__v != 'pv_database__v'

   

   Source Hide if not PV Database Layout Rule

Update the Source Sponsor Object Page Layout

Follow the steps below to add fields to the Source Sponsor page layout:

1. Go to Configuration > Objects > Source Sponsor.
2. In the Page Layouts tab, go to the Source Sponsor Detail Page Layout.
3. Add the following fields to the Details section:
   • Source
   • Sponsor
   • Enable Send to Signal

Create Actions for the Source Sponsor Object

In Configuration > Objects > Source Sponsor, create the following actions:

• Send to Signal
• Send Unsuccessful Copies to Signal

1. Go to the Actions tab and select Create.
   A Create Action window appears.
2. Select Send to Signal.
3. Make sure the page matches the following image and then save the page:

   

   Create Send to Signal Action

4. In the Actions tab, select Create.
   A Create Action window appears.
5. Select Send Unsuccessful Copies to Signal.
6. Make sure the page matches the following image and then save the page:

   

   Create Send Unsuccessful Copies to Signal Action

Add Actions to the Source Sponsor Lifecycle

In Configuration > Object Lifecycles > Source Sponsor Lifecycle, add the actions you created in the previous section to the Active state:

1. In the States section, select Active.
2. Edit the User Actions.
3. Add the actions using the image below:

   

   Add Actions to Source Sponsor Active Lifecycle State

Next Steps

See Send Vault Safety Cases to Signal to learn how to use the actions you created in order to copy Cases from Vault Safety to Signal and monitor their progress.

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