Managing Product Assignments in Align
Align operational users can manage and maintain product assignments for field forces and territories. This enables control over which products are associated with a specific territory, ensuring a clear and accurate overview of product responsibilities. Product assignments for a field force can also automatically cascade down to all associated territories, simplifying product management.
Who can use this feature?
- Browser Users
- Users require an Align License
- Align Operational Users
Configuring Managing Product Assignments for
Align Operational Users
To configure this feature, ensure Configuring Align is complete.
Configuring Field Force Product Inheritance
Admins can also configure Align to automatically create or update product assignments for all associated territories when an aln_field_force_product__v record is created or updated:
- Navigate to Business Admin > Objects > Align Settings and edit the appropriate record.
- Select the Field Force Product Inheritance check box.
Assigning Products to a Field Force as
Align Operational Users
To assign products to a field force:
- Navigate to the Field Force Products section of the appropriate aln_field_force__v record.
- Select + Create.
-
Populate the following fields:
- Product – Select the appropriate product
- Start Date – The start date of the assignment
- End Date – The end date of the assignment
- Send to CRM – Select Yes to schedule the assignment to send to Vault CRM. Select No to keep all assignments local to Align.
-
Favorite – Indicate if the product should be marked as a favorite for all users assigned this product via the field force
Send to CRM must be Yes for a product to be marked as a favorite.
- Select + Add Row to add another product, or select Save.
Assigning Products to a Territory as
Align Operational Users
To assign products to a field force:
- Navigate to the Territory Products section of the appropriate aln_territory__v record.
- Select + Create.
-
Populate the following fields:
- Product – Select the appropriate territory
- Start Date – The start date of the assignment
- End Date – The end date of the assignment
- Send to CRM – Select Yes to schedule the assignment to send to Vault CRM. Select No to keep all assignments local to Align.
-
Favorite – Indicate if the product should be marked as a favorite for all users assigned this product via the field force
Send to CRM must be Yes for a product to be marked as a favorite.
- Select + Add Row to add another product, or select Save.
