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Approved Email Template Cannot be Synced from Vault to CRM Due to Insufficient Permission Error

  • Updated

Overview:

The approved email template cannot be synced from Vault to CRM with the error:  Product: xxxxxxx referenced by document id: xxx is missing from Vault and/or Vault Integration User does not have access to it in Vault: https://xxx-xxx-xxx.veevavault.com

Root Cause:

The Vault integration user does not have Read permission to the product record which is used in the email template.

Solution:

The Enable Custom Sharing Rules option in the Product object detail page is selected. The Vault integration user does not have Read permission to the Product object according to the Sharing rule setting. This leads to the sync error.



The user can confirm the Sharing rule setting of the Product object by navigating to: Admin --> Configuration --> Objects --> Product --> SharingRules.    

 
Follow the steps below to add Read permission to the product record, which is used in the email template for the Vault integration user. The following example uses the Cholecap product record.
 
  1. Navigate to:  Admin --> Business Admin --> Products --> Cholecap --> Sharing Settings.



  1. Click the Add button and provide the Vault integration user Read permission in the pop-up window.
      2.       
                                             
Additional Note: The error can also be a result of the External ID value not being populated on the Product Record in Vault. This field must be populated to sync the Product to CRM.

Related Documentation:

N/A

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