The long awaited Activity Dashboard has arrived and we are just getting started. The version we are launching today is our Beta Version. As with any Beta, we are looking for as much feedback as possible from you, our customers. To provide feedback, simply send our support team an email at email@example.com and our product managers will be reviewing the feedback as it rolls in.
Now that all of our V2 customers can access the Dashboard, here's a quick walkthrough of new features.
The Activity Graph
The first thing you’ll notice is a graph that displays activity taking place in your integration. We currently track attempted creates and updates, including creates and updates that experienced an error. We will discuss finding errors later in this post
You can configure the graph's timeframe to display one day, two days, one week, or one month's worth of data. This helps you see how your integration is working over time and how your data usage has changed.
Just below the graph are two key metrics:
- Unique Records
- Total Records
The unique record count represents the number of distinct entities (such as contacts or companies) that exist across all of your integrated databases. (To learn more about how Bedrock determines whether a record is unique, check out this help document.)
The total record count indicates the number of records that exist in all of your integrated systems, whether they are paired or not.
If you are mapping multiple object types in Bedrock, we will show you the Unique and Total record counts for each mapped object (Contact, Company, Opportunity, etc.).
The Activity Feed is designed to give you record-by-record transparency into how your integration is working. We show you each record as it enters the sync and whether it creates a new record in one of your systems or updates an existing record.
A green dot means that the creation or update was successful, while a red dot indicates an error for that record. You can expand each record to see additional informationon what triggered the create or update.
The search function just above the feed allows you to search for any attribute associated with the synced data.Try searching by last name to see any activity that matches this value. If the last name is not very common (i.e. Smith), you may want to search by the contact's email address. When searching by email, make sure to wrap it in quotes or any record with a similar email extension (i.e. @gmail.com) will show in the search results.
Once you've found the record you were looking for, if you see updates or creates but you are not seeing these activities in your given systems, it's likely the record ran into an error during the update or create process. In order to track down the error, you must grab the ID of the record for the given system where the data is not appearing and use this ID to search the feed.
Here you can see we are looking for a contact by their last name. We find some updates but we aren't seeing the updates on the HubSpot side. So we grab the ID of the record from HubSpot, search for this ID and up pops some errors. Expanding the errors we can see that the record failed to write due to an invalid field property (Learn more about mapping Select Type fields and how to avoid errors).
An upcoming feature enhancement will allow you to see which specific field caused an error for instances where multiple fields were updated simultaneously.
Some of the common errors you will see noted in the activity feed are:
- Invalid Field Options
- Missing Required Fields
- Duplicate Records
You may also come across generic errors such as 422 Unknown or 502 Bad Gateway. We're working hard to limit the number of generic errors you see and provide you with more specific information. If you have any question about an error, please contact our support team at firstname.lastname@example.org.
Sync Activation and Status
We gave this section of the dashboard a few design enhancements, but the functionality remains the same. You can still turn your integration on and off, as well as see the outcome of your recent sync runs. This can help you see if your sync is running on a normal schedule (every 5-10 minutes) or if it's taking longer than usual (Read about the reasons why your sync may have longer then normal lag time).
When turning on and off the integration, you are presented with the same options as before:
- Sync Future Changes Only
- Sync Past and Future Changes
Opening up the Advanced section includes the following options:
As mentioned earlier, this is only the beginning for our dashboard and other enhancements to tracking your integration activity! Please send us your feedback on this initial version at email@example.com. Our product team will use your feedback to make this feature even better.