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Vault Instance Cannot be Added for Approved Email Integration in Veeva CRM

  • Updated

Overview:

The New button under Vault Credentials Management is not available, therefore a Vault Instance cannot be added to the integration.

Root Cause:

In Veeva CRM V28, the Veeva Message based management of Vault instances is sunset. A new feature is introduced so that Vault Instances can be added from the Approved Email Administration Console directly. CRM Orgs have to be migrated to the new function. 

Solution:

To migrate an Org to the new function, the Approved Email Integration needs to be run:

  1. Enter the CRM Integration user credentials and validate them.
  2. Open the Veeva Process Scheduler.
  3. Run The Approved Email Integration.

The New button is available on the Approved Email Administration Console.

Related Documentation:

CRM Help Documentation: Process Scheduler

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