Managing Align Territories – Available on Browser

Align operational users can manage and maintain territory hierarchies directly within Vault CRM, enabling managing those territories and their related records. This streamlines territory management by providing a single location for these processes.

Managing Field Forces – Available on Browser

Field forces are a collection of Align territories sharing a common focus and are grouped together for reporting purposes. Align operational users can create and define field forces, streamlining the overall territory management process.

Managing Geographies in Align – Available on Browser

Align operational users can automatically generate geography records for supported countries, then use those geographies to manage geography-to-territory assignments, providing greater control and flexibility when defining territory alignments.

Managing Footprints in Align – Available on Browser

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.

Managing Product Assignments in Align – Available on Browser

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.

Assigning Roster Members in Align – Available on Browser

Align operational users can manage their rosters directly within Vault CRM using a dedicated Roster Management tab to create, edit, and delete roster members in. Users can also manage roster members' territory assignments, ensuring roster members correctly associate with their territories.

Using Account Assignment Rules in Align – Available on Browser

Align Operational Users can create and manage rules to automatically assign accounts to Align territories. This enables users to control how accounts are distributed, run assignment rules, preview the results, and then commit those changes.

Manually Managing Account Assignments in Align – Available on Browser

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.

Handling Account Merges in Align – Available on Browser

Account merges are reflected in Vault CRM through regular imports. Record conflicts can occur during an import when values from external ID fields from a losing account__v are copied into winning accounts. The conflict arises from the same external ID being used across two account__v records for which Align is not supported.

Managing Users in Align – Available on Browser

Align operational users can create and manage Vault CRM users via aln_roster_member__v records within Align, simplifying the alignment process. Align operational users can perform the following tasks via User Management:

Managing Application Profiles in Align – Available on Browser

Application profiles enable admins to create groups of users that all share a similar set of application configurations. Align operational users can import application profiles and assign them to functional profiles as part of managing roster members, then push those assignments back to the corresponding user__sys record.

Assigning Application Roles to Individual Roster Members – Available on Browser

To support individual business requirements for users who require additional permissions than their assigned functional profile, Align operational users can assign application roles directly to individual roster members.

Managing Groups with Functional Profiles – Available on Browser

Align operational users can manage group membership in Align via associations with functional profiles.

End-Dating Users in Align – Available on Browser

Roster members mastered by Align can be end-dated in Align and be appropriately deactivated in CRM via a push, enabling Align operational users to handle a user leaving their organization from their Align roster member record, eliminating the need to manually deactivate a user after the fact.

Using Functional Profiles – Available on Browser

Functional profiles group together Security Profiles and Application Roles associated with job functions in Vault CRM. Align operational users can use functional profiles to automate the assignment of permissions to users, enabling quick configuration of Vault CRM features.

Managing Layout Profiles in Align – Available on Browser

Layout profiles control the layouts of various objects and object types. Align operational users can import layout profiles, control the assignment of layout profiles for each roster member, and push those assignments.

Managing User Security Policies in Align – Available on Browser

Security policies control various session and security settings for Vault CRM users, including Customer SSO policies, password expiration durations, and more. While Vault CRM provides standard security policies used by default, custom security policies can be created in Vault CRM, imported into Align, and assigned to the appropriate functional profiles or individual roster members..

25R2.0 Feature Enablement and Availability

The following table provides an explanation of feature enablement and user impact.

Vault CRM Feature Availability and Enablement
Feature	User Visible Change	Configuration Required	Browser	CRM Desktop (Windows)	iPad	iPhone
Managing Align Territories – Available on Browser	No	Yes
Managing Field Forces – Available on Browser	No	Yes
Managing Geographies in Align – Available on Browser	No	Yes
Managing Footprints in Align – Available on Browser	No	Yes
Managing Product Assignments in Align – Available on Browser	No	Yes
Assigning Roster Members in Align – Available on Browser	No	Yes
Using Account Assignment Rules in Align – Available on Browser	No	Yes
Manually Managing Account Assignments in Align – Available on Browser	No	Yes
Handling Account Merges in Align – Available on Browser	No	Yes
Managing Users in Align – Available on Browser	No	Yes
Managing Application Profiles in Align – Available on Browser	No	Yes
Assigning Application Roles to Individual Roster Members – Available on Browser	No	Yes
Managing Groups with Functional Profiles – Available on Browser	No	Yes
End-Dating Users in Align – Available on Browser	No	Yes
Using Functional Profiles – Available on Browser	No	Yes
Managing Layout Profiles in Align – Available on Browser	No	Yes
Managing User Security Policies in Align – Available on Browser	No	Yes