Manually Managing Account Assignments in Align

Align Operational Users can directly assign accounts to Align territories by creating explicit account assignments. Additionally, users can also create account exclusion records that prevent a certain account from ever being assigned to a particular Align territory or field force, improving flexibility in the account assignment process.

Who can use this feature?

  • Browser Users
  • Users require an Align License
  • Align Operational Users

Configuring Manually Assigning Accounts for

To configure this feature, ensure Configuring Align is complete.

Creating Explicit Account Assignments as

To explicitly assign an account to a territory:

  1. Navigate to the Account Territories section of the appropriate aln_territory__v record.
  2. Select + Create.

  3. Populate the following fields:

    • Account – Select the appropriate account
    • Start Date – The start date of the explicit assignment
    • End Date – The end date of the explicit assignment

    • Send to CRM – Select Yes to schedule the assignments created by this rule to send to Vault CRM. Select No to keep all assignments created by this rule local to Align.

      An account cannot be manually assigned to the same territory for an overlapping time period unless one assignment has Send to CRM set to Yes and the other to No.

  4. Select + Add Row to add another account, or select Save.

Creating Account Exclusions as

Align operational users can also exclude certain accounts from an Align territory or field force, ensuring the account cannot be assigned to the territory either manually or via Account Assignment Rules. To exclude accounts from assignment:

  1. Navigate to the Account Exclusions section of the appropriate aln_territory__v or field_force__v record.
  2. Select + Create.

  3. Populate the following fields:

    • Account – Select the appropriate account
    • Start Date – The start date of the exclusion
    • End Date – The end date of the exclusion
    • Exclusion Reason – Select the appropriate reason for exclusion, if applicable

    • Send to CRM – Select Yes to schedule the exclusion to send to Vault CRM. Select No to keep all the exclusion local to Align.

      An account cannot be manually assigned to the same territory for an overlapping time period unless one assignment has Send to CRM set to Yes and the other to No.

  4. Select + Add Row to add another account, or select Save.

Related Topics

Using Account Assignment Rules in Align

Managing Field Forces