MCP Server for Vault CRM

Build 25.0.9440

CustomerJourneyStages

Details the sequential stages of each customer journey, including definitions, expected outcomes, and timeframes. This is critical for monitoring progression and tailoring stage-specific content or actions.

Columns

Name Type ReadOnly Description
ID [KEY] String True

System-generated unique identifier for the customer journey stage record. This is used as a primary key for internal reference.

Customer Journey Stage Type String True

Specifies the object type classification for the customer journey stage. Determines the schema and behavior applied to this record.

Global ID String True

System-assigned global identifier that ensures cross-environment uniqueness for this stage across different Vault instances.

Link String False

URL link pointing to the Vault UI location of the customer journey stage record. This is useful for cross-referencing or external integrations.

Name String False

Human-readable label or title assigned to the customer journey stage. Often used for display in UI reports and dropdowns.

Status String False

Current lifecycle status of the customer journey stage, such as Active, Inactive, or Archived. Controls visibility and access behavior.

Created By String True

Username or system account that initially created the customer journey stage. This is useful for auditing and ownership tracking.

Created Date Datetime True

Timestamp indicating when the customer journey stage was first created in the Vault system.

Last Modified By String True

Username or system account that last updated the customer journey stage record. Helps track change accountability.

Last Modified Date Datetime True

Timestamp showing when the customer journey stage was last modified.

External ID String False

Custom external identifier used to reference this customer journey stage in external systems such as Customer Relationship Management (CRM) or Enterprise Resource Planning (ERP) platforms.

Stage String False

Descriptive label for the stage within the customer journey, such as Awareness, Consideration, or Decision. This is used to group similar activities.

Summary String False

Brief summary providing an overview of the customer journey stage's purpose, content, or expected actions.

Veeva External ID String False

Unique external identifier automatically generated by Veeva. This is useful for integrations and referencing across connected modules.

Legacy CRM Id String False

Identifier inherited from legacy CRM systems, if applicable. This is used for backward compatibility and data migration tracking.

Customer Journey String False

Reference to the parent customer journey this stage belongs to. Establishes a one-to-many relationship between journey and stages.

Product Journey Stage String False

Links the customer journey stage to a corresponding stage in the product journey, enabling cross-functional alignment between sales and marketing processes.

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Build 25.0.9440