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What Type of Validation is Performed on Approved Email Tokens in CRM?

  • Updated

Question:

What type of validation, if any, is performed on Approved Email tokens prior to preparing an email?

Answer:

Veeva CRM applies the following validation on Approved Email tokens prior to preparing the email:

  • If the result for the parent query based on the token returns NULL results, nothing is inserted and no validation is required
  • If the user does not have Field Level Security (FLS) to any of the fields mentioned as parameters in the token, the result is NULL
  • If the user does not have FLS to the SORT BY field, nothing is inserted

Note: Supported in Online and iPad platforms

Related Documentation:

CRM Help Documentation: Configuration Tokens

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