Question:

The purpose of this article is to explain the process of resolving discrepancies between the engage-related fields on the User object and the Engage Meeting Administration Tab records in Veeva CRM.

Answer:

The process is as follows:

1. Create an Engage Group for the purpose of temporarily moving all User records.
2. In the Engage Administration tab, using the Group records and the assigned User records, create and prepare CSV data load files containing the current Engage-User associations
3. Blank out all Engage-related fields on the User object for all User records.
4. Assign all affected Users to the previously created Engage Group.
5. Reassign all Users back to their appropriate Engage Groups.

Related Documentation:

CRM Help Documentation: 

• Engage License Management

Knowledge Base:

• Explanation of the Impact of Engage Sandbox Enablement in a Veeva CRM Sandbox