Which users are considered the Align Integration Users and CRM Connection User in Veeva Align?
The CRM Connection user provides a connection between Align and CRM and it is responsible for the authentication process.
CRM Connection Users must have the following requirements in order to correctly integrate with an Align instance:
- A Salesforce license
- A language of English in CRM
- At least Read access to the following CRM objects:
The Align Integration user is responsible for daily processing jobs in Align. Certain processing jobs need to use a Vault User Account to read and update Vault records. This is a customer-defined Vault Owner User. The Align Admin User must not be used as an Align Integration User, because it is responsible for Align release deployments.
Align Help Documentation:
- Fields in the Territory Settings Custom Setting Do Not Get Populated in Veeva CRM Veeva Align Integration