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Unable to Find Salesforce Username in Vault User Details Page Layout

  • Updated

Overview:

The Salesforce Username field is used to associate the user with a Salesforce.com or Veeva CRM user account for delegated authentication. However, the admin cannot find this field in the User Details page layout to update.

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Root Cause:

This field is only available if the selected security policy allows login via salesforce.com.

Solution:

To make the Salesforce Username field display in the Page Layout requires the user has Domain Admin access. Do the following:

  1. Go to Admin --> Settings --> Security Policies -->  [Security Policy] 
  2. Click the Edit button.
  3. Select Allow login using Salesforce.com.
  4. Enter the Salesforce Organization Id.
  5. Click Save.
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Related Documentation:

Vault Help Documentation: 

 

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