Align Overview
Veeva Align is a global territory management system enabling users to maintain, refine, and publish territory structures, their associated assignments, as well as roster management.
Several objects in Align directly correlate with other objects in Vault CRM. For example, the aln__territory__v object, which corresponds with the Vault CRM standard territory__v object. These Align objects are used to represent alignments and assignments in the past, present, and future, as opposed to the standard Vault CRM objects, which focus only on present assignments. These Align objects enable business admin users to edit, preview, and refine assignments before they publish to the main territory structure.
Once assignments are sufficiently refined, the territory and all associated assignments, while originating as Align records, can then be pushed to the rest of Vault CRM, automatically assigning end users and accounts to territories based on comprehensive rules.
Users require an Align License. See Vault CRM Licensing Overview for more information.
Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.
Users and Roles
Align has several types of users, each with unique roles and activities:
- Align Operational User
- Creates and edits hierarchical records, including aln_territory__v, aln_geography__v, aln_roster_member__v, and aln_field_force__v records
- Creates Account Assignment Rules to automate the assignment of accounts to Align territories
- Manages user__sys records as Align-mastered aln_roster_member__v records
- Imports and pushes data from Align to the rest of Vault CRM
- Align Integration User
- Credentials used when creating records either within Align or in the rest of Vault CRM as part of the integration of Align with Vault CRM
