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Why CLM Content Coming From Vault is Not Displayed in CRM?

  • Updated

Question:

Why are CLM Presentations coming from Vault not displayed in a CRM Production Org?

Answer:

This is a configuration issue. The root cause is that Field-Level Security (FLS) is missing for the following fields on the Key Message object: 

  • CDN Path
  • Vault DNS
  • Vault Document ID
  • Vault External Id
  • Vault GUID
  • Veeva External Id

Users are unable to view the content unless FLS is provided for these fields.

Related Documentation:

CRM Help Documentation: Uploading Content via CLM Vault Integration

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