Managing Footprints in Align
Footprints are groupings of geographies that Align operational users can use to assign entire groups of geographies to one or more territories at once, instead of individually. This reduces the setup required when assigning geographies to territories and helps maintain assignment consistency.
Changes to a footprint or geography are automatically updated in any territories assigned to the footprint.
Who can use this feature?
- Browser Users
- Users require an Align License
- Align Operational Users
Configuring Managing Footprints for
Align Operational Users
To configure this feature:
- Ensure Configuring Align is complete.
- Ensure all appropriate aln_geography__v records are generated.
Creating Footprints as
Align Operational Users
To create a footprint:
- Navigate to the Footprints tab.
- Select + Create.
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Populate the following fields:
- Name – Enter the name of the footprint
- Start Date – The start date of the footprint
- End Date – The end date of the footprint
- Select either Save or Save + Create.
Assigning Geographies to Footprints as
Align Operational Users
To assign geographies to footprints:
- Navigate to the Footprint Geographies section of the appropriate aln_footprint__v record.
- Select +Create.
-
Populate the following fields:
- Geography – Select the appropriate geography
- Start Date – The start date of the geography assignment
- End Date – The end date of the geography assignment
- Select + Add Row to add another geography, or select Save.
Assigning Footprints to Territories as
Align Operational Users
To assign footprints to territories:
- Navigate to the Territory Footprints section of the appropriate aln_footprint__v record.
- Select +Create.
-
Populate the following fields:
- Territory – Select the appropriate aln_territory__v record
- Start Date – The start date of the assignment
- End Date – The end date of the assignment
- Select + Add Row to add another territory, or select Save.
Automatically Synchronizing Geography Territories with Footprints as
Align Operational Users
aln_geography_territory__v records are automatically created and updated based on footprint assignments, ensuring account assignments reflect the geographies defined in the appropriate footprints. aln_geography_territory__v records created via footprint synchronization have a source of Footprint and cannot be manually edited.
If users add or update geographies from a footprint, the corresponding aln_geography_territory__v records for all territories assigned to that footprint are created or end dated accordingly.
If users update the assignment dates of an aln_territory_footprint__v record, all related aln_geography_territory__v records automatically updated to reflect the new start and end dates.
