Cmdlets for Vault CRM

Build 25.0.9434

KeyStakeholders

Stores key contacts or individuals critical to business decisions or engagement strategy.

Columns

Name Type ReadOnly Description
ID [KEY] String True

The unique identifier assigned to each record. It serves as the primary key within the database for referencing and managing individual records.

Key Stakeholder Type String True

The type of key stakeholder, such as 'customer', 'partner', or 'distributor'. This helps categorize stakeholders within the system.

Global ID String True

A globally unique identifier for the record, ensuring that it can be recognized across different systems or platforms without conflict.

Link String False

A URL or reference link associated with the record. It is typically used to direct users to external resources or related documents.

ID2 String True

An alternative identifier for the record, possibly used as a secondary reference or for tracking purposes in other systems.

Status String False

The current status of the record, such as 'active', 'inactive', or 'pending', to indicate the lifecycle stage of the key stakeholder record.

Created By String True

The name or identifier of the user who created the record. This helps track the origin of the data within the system.

Created Date Datetime True

The timestamp when the record was created, providing a historical reference for when the record first appeared in the system.

Last Modified By String True

The name or identifier of the user who last updated the record, allowing for accountability and tracing of changes made to the record.

Last Modified Date Datetime True

The timestamp of the most recent modification to the record, used to track the freshness and currency of the information.

External ID String False

An external identifier used to link this record with other systems or databases, ensuring synchronization and interoperability across platforms.

Key Stakeholder Name String False

The full name of the key stakeholder, such as the individual or organization that the record pertains to. It is used for easy identification.

Mobile ID String False

An identifier associated with the stakeholder's mobile device, used for tracking mobile-specific data or engagement with the stakeholder.

Role String False

The role or function of the key stakeholder, such as 'manager', 'director', or 'partner'. This helps define their responsibilities or position in the organization.

Stakeholder Owner Name String False

The name of the person or department responsible for managing this key stakeholder, ensuring proper assignment and accountability.

Account Plan String False

The strategic plan associated with the key stakeholder, typically including goals, activities, and timelines for managing the relationship.

Key Stakeholder String False

A general field that may contain additional information or labels associated with the key stakeholder, used to describe their classification or importance.

Stakeholder Owner String False

The department or team that owns the stakeholder relationship, used to define the responsible party for maintaining the relationship.

Owner String False

The identifier of the user who owns this record within the system, often tied to permissions and access control to the record.

Legacy CRM Id String False

The identifier from a legacy Customer Relationship Management (CRM) system used for linking to older records or for integration purposes with previous CRM systems.

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Build 25.0.9434