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Veeva CRM Vault Metadata Integration Error Occurs When Enabling Matching Sharing Rules

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Overview:

Matching Sharing Rules are enabled for the CRM Product object in Vault. They are associated with Lifecycles results in the CRM Vault Metadata Integration. An error in the CRM Vault Metadata Administration tab appears:

[org_url]: Product - Required Vault fields have not been mapped: [lifecycle__v, state__v]; Survey - Upserted: 0, Expired: 0; Directory - Upserted: 0, Expired: 0; Content Type - Upserted: 0, Expired: 0

Answer:

Matching sharing rules are currently not supported in this configuration. Regardless of whether Matching Sharing Rules are enabled or not, as long as the CRM Product object is associated with a lifecycle, the error would occur when performing the sync action.

CRM Metadata sync does not work when CRM Products has an object lifecycle associated with it. Object lifecycle makes the lifecycle_v and state_v fields as required on CRM Product and there is no way to map those fields from CRM during metadata sync. The customer will either need to remove the Object Lifecycle from CRM Product or use another Vault instead.
The recommendation is not to associate any object lifecycle with CRM Product, CRM Detail Group, CRM Product Group, Directory, CRM Content Type, and Survey objects.

Related Documentation:

CRM Help Documentation:

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