Align Territory (aln_territory__v)

Align territories function similarly to the Vault CRM territory__v object used in Territory Management. However, Align Territories represent upcoming, rather than current assignments, enabling Align operational users to edit assignments before they publish to the main territory structure. Align Territories are applicable to all lines of business, profit centers, and cost centers; from sales to medical field personnel.

Align Account Territory Assignments (aln_account_territory__v)

Align account territory assignments associate accounts with Align territories. These assignments are frequently managed in bulk using Account Assignment Rules, and assignments are both start and end dated to denote when the account was assigned to the territory.

Field Forces (aln__field_force__v)

Field forces are a collection of Align territories that have a common focus. For example, a field force could contain all cardiology medical users or all oncology medical users.

Roster Member (aln_roster_member__v)

Roster members are the representation of user__sys records within the context of Align. Roster members are assigned to territories via start and end dated assignment records. Additionally, admins can designate certain roster members as being mastered by Align, meaning all changes to the corresponding user__sys record are overridden when the next push from Align occurs.

To configure this module:

1. Navigate to Admin > Users & Groups > Permission Sets.
2. Select the appropriate permission set.
3. Select the Objects tab.

4. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   aln_account_rule__v	CRE	All	All Fields	Edit
   aln_account_rule_criteria__v	CRE	All	All Fields	Edit
   aln_account_territory__v	CRE	All	All Fields	Edit
   aln_field_force__v	CRE	All	All Fields	Edit
   aln_field_force_group__v	CRE	All	All Fields	Edit
   aln_field_force_product__v	CRE	All	All Fields	Edit
   aln_field_mapping__v	CRE	All	All Fields	Edit
   aln_footprint__v	CRE	All	All Fields	Edit
   aln_footprint_geography__v	CRE	All	All Fields	Edit
   aln_functional_profile__v	CRE	All	All Fields	Edit
   aln_functional_profile_application_role__v	CRE	All	All Fields	Edit
   aln_functional_profile_field_force__v	CRE	All	All Fields	Edit
   aln_functional_profile_group__v	CRE	All	All Fields	Edit
   aln_geography__v	CRE	All	All Fields	Edit
   aln_geography_territory__v	CRE	All	All Fields	Edit
   aln_roster_member__v	CRE	All	All Fields	Edit
   aln_roster_member_application_role__v	CRE	All	All Fields	Edit
   aln_roster_member_territory__v	CRE	All	All Fields	Edit
   aln_territory__v	CRE	All	All Fields	Edit
   aln_territory_footprint__v	CRE	All	All Fields	Edit
   aln_territory_product__v	CRE	All	All Fields	Edit

Defining the 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.

To define the Align Integration User:

1. Navigate to Align Admin > Integrations.
2. Select the Gear menu in the in Align section.
3. Select Edit.

4. Select the appropriate user. Users selected as the Align Integration User must meet the following requirements:

   • The user must have English selected as their language
   • The user must belong to the VaultOwner group

5. Enter the selected user's password.

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

6. Select Save to validate the entered credentials.