To configure this feature:

1. Ensure Configuring Align is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.

4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permissions	Fields	Field Permissions
   aln_roster_member__v	CRE	crm_events_user__v crm_event_country_selection__v crm_event_country_config__v preferences_timezone__v	Edit
   aln_field_mapping__v	CRE	mapped_crm_object_for_field__v	Edit

6. Navigate to Admin > Configuration > Objects > aln_roster_member__v > Layouts.

7. Place the following fields on the appropriate layouts:

   • crm_events_user__v
   • crm_event_country_selection__v
   • crm_event_country_config__v
   • preferences_timezone__v
8. Navigate to Align Admin > Align Settings (Production).
9. Select the Global Align Setting record.
10. Add the preferences__v value to the Manage CRM Features multiselect picklist.
11. Select Save.

Mapping Preference Fields

After enabling this feature, admins can define which aln_roster_member__v fields in Align to map to preferences__v fields, including custom fields:

1. Create custom aln_roster_member__v fields for each custom preferences__v field you want to map.

   Ensure the integration user has Edit permission to these custom fields.

2. Add the appropriate custom aln_roster_member__v fields to the aln_roster_member__v layout.
3. Navigate to Align Admin > Integrations.
4. Select the Gear icon next to the Vault CRM instance in the Vault CRM section.
5. Select View Field Map.
6. Select the Align Objects tab.
7. Expand the Roster Member Fields section.
8. Select Describe & Edit.

9. Edit and activate the appropriate custom field mappings:

   Align Field	Vault CRM Object	Vault CRM Field
   crm_events_user__v	preferences__v	event_management_user__v
   crm_event_country_config__v	preferences__v	event_country_config__v
   preferences_timezone__v	preferences__v	time_zone__v
   Custom aln_roster_member__v fields	preferences__v	Custom preferences__v fields

10. Select Save.

When an Align-mastered roster member is created in Align and pushed to Vault CRM, a preferences__v record is also created and associated with the new user__sys record in Vault CRM.

If the user already has an associated preferences__v record, the preferences__v record updates based on the aln_roster_member__v fields mapped to preferences__v fields in Vault CRM. If multiple preferences__v records exists for the same user, all preferences__v records are updated based on the aln_roster_member__v fields in Align.

Admins can review preferences__v record updates in the aln_roster_member__v successes and failures CSV file generated as part of the Push to CRM process.