Audience:

Admin

Application:

Issue:

Upon running a Push to CRM, the following error occurs:

MC_Cycle_Plan_vod__c Failed to upsert. Reason: TRANSFER_REQUIRES_READ:The new owner must have read permission:--

Cause:

The cause of the error is due to misconfiguration in Veeva CRM. The end-user who would become the owner of the MCCP does not have the necessary MCCP related object, field, record permissions or access.

Any active, published MC Cycle Plan that needs an owner update will be included in the Push to CRM job, regardless of whether that push was initiated from a single territory or at the Veeva CRM org level.

The owner update logic is as follows:

• If the MCCP owner is already defined as only valid user in that territory (as defined by Roster Member Territories) in CRM, there would be no update.
• If the MCCP owner is not equal to the only valid user in that territory (as defined by Roster Member Territories) in CRM, then the owner will be updated to that user.
• If there are more than one users on that territory, the MCCP owner will be set as the integration admin if it isn't already set as the integration admin.

Resolution:

Provide the end user the necessary object, field and record permissions in Veeva CRM.

Additional Resources:

Align Help Documentation:

• Align-CRM Integration

CRM Help Documentation:

• Initial Configuration for Multichannel Cycle Plans