What's New in Align 26R1.0

The 26R1.0 release includes features for:

Release Dates

  • Sandbox Release - April 16, 2026
  • Production Release - April 30, 2026

New Fields are also included.

Align

Managing Target Exclusions - Available on Browser

End users can use Territory Feedback to review and re-add removed targets, enabling greater flexibility and end user control during the feedback process. End users can also review accounts that have been explicitly excluded from their territory, enabling them to understand why an account has been excluded and helping them avoid attempting to add the accounts to their territory.

Recommended Targets in Align - Available on Browser

Align operations users can designate certain high-impact accounts as recommended targets in a model territory. These recommended targets are displayed to end users in Territory Feedback, where they can add the account as a target and define target goals, improving the efficacy of the territory during the Multichannel Cycle.

Cloning Multichannel Cycle Feedback - Available on Browser

Align operational users can clone a Multichannel Cycle’s feedback when running an Assignment Preview on a cloned Cycle. This ensure end users do not need to provide the same account feedback cycle to cycle, while preserving the flexibility to modify a cloned Cycle’s Targeting Rule, Channels, and Products.

User Visible and Behavior Changes (UVCs)

Platform

Description

Before

After

Browser

Vault Notifications now display when the following Align processes complete:

  • Rules Execution
  • Commits
  • Assignment Previews
  • CRM Integration
  • Pulls
  • Pushes
  • Mass Assignment Changes
  • Edits
  • Transfers
  • Updates
  • Footprint Updates
  • Geo Shape Generator
  • Erase Geo Shapes
  • Generate Geo Shapes
  • Modeling
  • Delete Model Field Forces
  • Import Model Field Forces
  • Update Model Lifecycles
  • Clone Model Projects
  • Delete Model Projects
  • Publish Model Projects
  • Delete Model Territories
  • Import Model Territories
  • Update Model Footprints
  • Import Model Footprints
  • Model Commits
  • Model Assignment Previews
  • Clone Cycles
  • Update Production Lifecycles
  • Recalculate Territory Data
  • Imports from Workday

n/a

Browser

Users can now add the following criteria to assignment rules to match accounts based on the first part of a postal code:

  • Characters until separator match territory's geographies - Matches addresses if the first part of the postal code prior to the separator matches the assigned geographies
  • Characters until one after separator match territory's geographies - Matches addresses if the first part of the postal code until one character after the separator matches the assigned geographies

n/a

n/a

26R1.0 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

Windows (Beta)

Managing Target Exclusions - Available on Browser

No

Yes

Recommended Targets in Align - Available on Browser

No

Yes

Cloning Multichannel Cycle Feedback - Available on Browser

No

Yes

New Objects

The table below contains all new objects added in Align 26R1.0.

Object Name Object Label Description
aln_recommended_target_model__v Model Recommended Target Designates an account as a recommended target for a territory.

New Fields

The table below contains all fields added in Align 26R1.0. The fields are organized by object.

Object Name Field Name Field Label Description Type
aln_recommended_target_model__v account__v Account The account recommended as a target Object
aln_recommended_target_model__v account_id__v Account Id The global id of the account. Provides a persistent record of which territory model an account was a recommended target for, even if the account record is deleted String
aln_recommended_target_model__v attempted_to_add__v Attempted to Add? Indicates whether the field user attempted to add the account as a target during feedback Yes/No
aln_recommended_target_model__v created_by__v Created By The user who created the record. Object
aln_recommended_target_model__v created_date__v Created Date The date the record was created. Date
aln_recommended_target_model__v external_id__v External ID The external ID of the record. String
aln_recommended_target_model__v global_id__sys Global ID The global ID of the record. String
aln_recommended_target_model__v link__sys Link The record link. String
aln_recommended_target_model__v location__v Location The location at which the account is recommended as a target (applicable when Location Based Targeting is in use) Object
aln_recommended_target_model__v mc_cycle__v MC Cycle The cycle to which the recommended target applies Object
aln_recommended_target_model__v modified_by__v Last Modified By The user who last modified the record. Object
aln_recommended_target_model__v modified_date__v Last Modified Date The date the record was last modified. Object
aln_recommended_target_model__v name__v Name The record name. String
aln_recommended_target_model__v object_type__v Recommended Target Type The object type of the record. Picklist
aln_recommended_target_model__v status__v Status The record's status. Picklist
aln_recommended_target_model__v territory_model__v Model Territory The model territory against which the account is recommended as a target Object
aln_roster_member__v country_code__v Country Code The country code of the roster member Object

Removed Fields

The table below contains all fields removed in Vault CRM 26R1.0. The fields are organized by object.

Object

Field Name

Field Label

Description

Type
aln_roster_member__v crm_country_code__v CRM Country Code The country code of the corresponding CRM user Picklist