Using Custom Rollups in Align - Available on Browser

Align operational users can create custom rollup metrics for reporting purposes and for display on the Territory Information Panel, enabling displaying any relevant custom rollup metrics.

Targeting

Creating Rule-Based Targeting Assignments - Available on Browser

Targeting records in Align can be created using Targeting rules. These are a subset of the aln_account_rule__v object. Users can set up a single Targeting rule per Multichannel Cycle.

Cloning an MC Cycle - Available on Browser

Align operational users can clone an MC Cycle from Align, enabling the creation of new MC Cycles while avoiding inputting all MC Cycle information manually.

User Management

Integrating Align and Workday - Available on Browser

Admins can connect their instance of Align to Workday, a dedicated HR and user management system, to import newly created, updated, and end-dated users in Workday into Align. This streamlines the User Management process by enabling admins to avoid inputting the same information into both systems, while still maintaining Align’s capabilities of managing users in Vault CRM.

25R3.4 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	Windows (Beta)
General
Using Custom Rollups in Align - Available on Browser	No	Yes
Targeting
Creating Rule-Based Targeting Assignments - Available on Browser	No	Yes
Cloning an MC Cycle - Available on Browser	No	Yes
User Management
Integrating Align and Workday - Available on Browser	No	Yes