Using Vault CRM Managed Roster Member Fields in Align
Specific aln_roster_member__v fields can be designated as being managed by Vault CRM, even if the roster member is mastered by Align. This is useful for fields that are dependent on the Vault CRM user’s input, for example time zone.
When a field is managed by Vault CRM, the value in Align is only used when the user is first created in Vault CRM by Align. Any subsequent edits to this field in Vault CRM are imported into Align.
Who can use this feature?
- Align Operational Users - Browser
- Designating Roster Member Fields as Vault CRM Managed
- Users require an Align License
Configuring Vault CRM Managed Fields for
Align Operational Users
To configure this feature:
- Ensure Configuring Align is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
-
Select the Objects tab.
-
Grant the following permissions:
Object
Object Permissions
Fields
Field Permissions
aln_field_mapping__v
CRE
crm_managed__v
Edit
Designating Roster Member Fields as Vault CRM Managed as
Align Operational Users
To designate an aln_roster_member__v field as being managed by CRM:
- Navigate to Align Admin > Integrations tab.
- Select the Gear icon next to the Vault CRM instance in the Vault CRM section.
- Select View Field Map.
- Select Align Objects to navigate to the outbound mappings.
- Expand the Roster Member Fields section.
- Select Describe & Edit.
- Select the CRM Managed? Check box for all appropriate fields.
- Select Save.
- Ensure all CRM managed fields have active inbound mappings.
Behavior of Vault CRM Managed Roster Member Fields in Align
When a aln_roster_member__v field is designated as being managed by Vault CRM, the value of the mapped field in Vault CRM is used to populate the field in Align. Any Align-entered values are overridden by the Vault CRM value each time Align syncs with Vault CRM.
