Someone from your firm should be responsible for a daily check of the Data Broker logs to ensure the accuracy of the financial information being integrated into Elements. This person must be assigned an Administrator Profile. A Platform User does not have the needed access to review this information.
Data Broker Setup
To review the integration between Data Broker and Elements, you will need to access the Data Broker Setup in Salentica Elements.
To access the Data Broker Setup, go to Setup > Apps > Packaging > Installed Packages. Or you can use the Quick Find box in Setup to search for Installed Packages.
Steps to Check Data Broker Daily Sync
1. Locate the Salentica Data Broker package and select Configure.
2. Select Data Mappings to access the log files.
3. Select Data Integration Log to see the log file information.
In the top section of the log, you will see two entries: Bulk Update CRM and Request Batched Data.
- Bulk Update the CRM: the sync between the file from Data Broker and the Financial Platform
- Request Batched Data: the connection between Data Broker and Elements
The section of the log pertaining to Bulk Update CRM will show you if your daily sync completed with or without errors/warning. You will need to troubleshoot each log entry that does not show a status of Completed Successfully. There is a section at the bottom of the log that will show more detail about the error/warning entry.
If you are having issues troubleshooting a log entry error/warning in the Data Broker Setup, you will need to access the Bulk Data Load Jobs area in Elements. This is where you can review the data load jobs from Data Broker and analyze any issues.
You can find more information on troubleshooting Data Broker, including Bulk Data Load Job errors here.
