Integration Users in Align and Vault CRM

The integration between Align and Vault CRM requires two integration users, a Vault CRM Integration User, and an Align Integration User. Each of these integration users have different requirements as they serve different functions in maintaining the integration.

Vault CRM Integration User

The Vault CRM Integration User connects Align and Vault CRM for processes involving the two systems, for example importing from Vault CRM. These processes execute in the integration user's name and use the integration user's credentials to do so.

Vault CRM Integration Users must have the following requirements in order to correctly integrate with an Align instance:

  • A language of English in Vault CRM
  • At least Read access to the following Vault CRM objects:
  • account__v
  • address__v
  • child_account__v
  • product_metrics__v
  • territory__v
  • user__sys

See Integrating Align with Vault CRM for more information about integrating Vault CRM with Align.

The Vault CRM Integration User must have a language of English.

Align Integration User

The Align Integration User should be used for daily processing jobs in Align. Certain processing jobs need to use a Vault User Account to read and update Vault records. For audit tracking and troubleshooting purposes, it is better to use a customer-provided Vault User Account with a different Vault login from the Align admin. The Align Admin Vault User Account should only be used during Align upgrades and patches.

Align admins can designate an Align Integration User for the following:

  • Preview
  • Import from Vault CRM
  • Push to Vault CRM

To set the Align Integration User:

  1. Select Align Integrations from the Integrations tab.
  2. Select Edit from the Settings icon in the Veeva Align section of the Align Integration Administration Console page.

  3. Select an Align Integration User from the User field. To ensure the Align infrastructure and integrations with Vault CRM have access to all Align data, only users set to the VaultOwner security profile display in the list with the exception of the out-of-the-box Align Admin user.

    The Align Integration User must have a language of English.

  4. Enter the user’s password in the Password field.
  5. Select Save.

Only VaultOwner users can be set as the Align Integration User.

It is recommended that the Align Integration User's password never expire, as resetting the password affects integrations.