Managing Align Production Settings
Align Production Settings enable either global or Field Force-specific settings via the Production Settings page in the Align Admin tab. These two Vault Tabs are disabled by default and must be configured before users can view and access the tabs.
Configuration
To enable the Align Admin and Production Settings tabs:
- Select Admin.
- Select Users & Groups.
- Select Permission Sets.
- Select the user group for users who should manage settings.
- Select Tabs.
- Enable the Align Admin and Production Settings tabs.
- Settings are considered enabled when the status__v field is set to Active.
- The Settings object does not support custom fields, custom page layouts, or custom list views. Any adjustment made to these areas can be overwritten in a subsequent release.
Configuring Global Settings
Align permits a single Global Setting record applying to all entities without a Field Force-specific setting record. A settings record is considered global if the Field Force field is not populated.
Only one global settings record can be active.
Configuring Field Force Specific Settings
Any global align setting can be overridden using field force settings. Field force settings apply to an entire specified Field Force.
If a Field Force-specific setting is left blank, the Global Setting is used instead. Blank Field Force-specific settings do not override populated Global Settings.
For example, a setting’s value is A in the Global Settings but has a value of B in the Field Force settings of the current user. For the current user, the value of the setting is B.
Each Field Force can have only one active settings record.
Account Settings
| Name | Description | Field Type | Default Value |
|---|---|---|---|
| Account Status Inactive Values |
Defines which values of the customer_master_status__v field on the Account__v object cause the account to be treated as inactive by Align. Active assignments on inactive accounts are automatically end dated and new assignments are prevented. To set which statuses cause an account to be considered inactive, enter the appropriate values of the customer_master_status__v field in a comma-separated list. Accounts marked as inactive prior to enabling this setting are not affected. |
Text | Blank |
| Days CRM Sourced Assignments Expire |
Number between 1-730. Defines the number of days after an account assignment start date that the assignment is end dated. This only applies to assignments where the source__v field is crm__v |
Text | Blank |
| Import Inactive Assignments |
Enables importing assignments of inactive accounts from Vault CRM into Align. These imported account assignments automatically expire after a number of days equal to the value defined in the Days CRM Sourced Assignments Expire setting. If that setting is blank, the territory end date is used instead. |
Toggle | No |
| Account Exclusivity | Enables Exclusive Assignments. | Toggle | Blank |
| Account Exclusivity Exceptions | The list of source__v values on the aln_account_territory__v object. Defines exceptions to Exclusive Assignments. | Picklist | Blank |
Assignment Preview Settings
| Name | Description | Field Type | Default Value |
|---|---|---|---|
| Rule Selection Criteria | When set to By Send to CRM Value, enables users to select the criteria that selects which assignment rules are used in an assignment preview. | Picklist | No Criteria |
Product Settings
| Name | Description | Field Type | Default Value |
|---|---|---|---|
| Field Force Product Inheritance | When set to Territories Inherit Field Force Products, territories belonging to a field force automatically inherit the field force's product assignments. | Picklist | No Inheritance |
Territory Information Bar Settings
| Name | Description | Field Type | Default Value |
|---|---|---|---|
| Territory Metric Fields | Defines fields listed in the Using the Territory Information Bar. | Text | Blank |
