Overview:
Cobrowse details are not populated after submitting a CoBrowse call.
Root Cause:
The Cobrowse_vod Record Type on the Account External ID Map Object is not activated. The integration user and the end-users' profiles or permission sets have no access to this Record Type on the object.
Solution:
- Activate the Cobrowse_vod Record Type for the Account External ID object.
- Give the integration user and the end-users' profiles or permission sets access to this Record Type on the object.
- Clear Veeva Cache.
- Start and view the Cobrowse Presentations by the participant before submitting the Call.
Related Documentation:
N/A
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