Align Objects

Align object values can be imported from CRM, entered manually, data loaded manually, or generated by Align. For example, users can either import or manually data load Accounts. Integration Status records are system generated, and users should not modify those records.

The following table lists the objects available to Align admin users along with the objects' purpose and how each object is populated. Use the information in this table to decide which object permissions you want to grant each user.

To access Align objects:

Select the Admin button.
Select Configuration.
Select Objects.

Users should never extend the end date of an object if the value is currently in the past. Instead, create a record with the new date.

Because a record cannot be related to an inactive record, do not edit the status__v field on any Align object.

All the objects users are permitted to modify are listed below. Users should not modify objects not listed in the following table.

Align objects include the following:

Label	Name	Description
Account	account__aln	This object holds the Accounts (HCP and HCO) that can be assigned to a Territory. The information is sourced from CRM, Network, or a customer's MDM system.
Account Exclusion	account_exclusion__aln	This object contains exclusions that prevent a particular account from being assigned to a specific Territory, Field Force, or global Territory for a set length of time.
Account Rule	account_rule__aln	This object holds rule definitions associated to one or more Territories. It stores the relationship to Account Rule Criteria records and how the information is related. The life of the rule is defined by the Start and End dates and must fall within the life of the Territory.
Account Rule Criterion	account_rule_criteria__aln	This object stores the rule criteria associated to a particular Account Rule. Every row visible in the Account Rule UI is stored as a distinct record in this object.
Account Rule Criterion History	account_rule_criteria_history__aln	This object holds all snapshots of an Account Rule Criteria record as of the moment the record was created or updated. The Last Modified Date field can be used to determine what criteria was applicable at a certain point.
Account Rule History	account_rule_history__aln	This object holds all snapshots of an Account Rule record as the data evolves over the course of the Rule's life. For example, the End Date may be altered, or criteria may be added and removed from the rule. A history record is created every time an Account Rule record is created or updated. The Last Modified Date field can be used to determine which snapshot was applicable at any point in time.
Account Territory	account_territory__aln	This object holds Account Territory assignments from all sources.
Account Type	account_type__aln	This object holds Account Types. It is populated when Accounts are loaded into Align.
Address	address__aln	This object stores address data for Accounts.
Align Settings	align_settings_aln	This object contains settings for functions applying to the Align instance globally or to specific Field Forces. For example, a setting can specify when an Account should be considered inactive and barred from assignments.
Country	country__aln	This object stores country data, such as code, name, and designated time zone. It is automatically populated.
Field Force	field_force__aln	This object holds Field Force data. A Field Force identifies a group of Territories with a common set of information required for reporting systems.
Field Force History	field_force_history__aln	This object stores snapshots of a Field Force record as the data changes over time. A history row is created when a Field Force record is created or updated. The Last Modified Date field can be used to determine what data was applicable at a certain point.
Field Force Product	field_force_product__aln	This object holds Field Force-to-Product assignments. The data is used for reporting.
Field Mapping	field_mapping__aln	This object holds the mappings made between Align fields and CRM object fields for use in CRM integrations.
Footprint	footprint__aln	This object contains records representing collections of geographies usually assigned to the same territories.
Footprint Geography	footprint_geography__aln	This object holds geographies usually grouped in footprints. These geographies are assigned as a group to territories.
Geography Territory	geography_territory__aln	This object holds Geography Territory assignments. The data is used to drive rule-based Account assignments and additional reporting.
Integration Status	integration_status__aln	This system object tracks the integration history of Territories and assignments. For example, the success or failure and date of the last attempt to send an integration to CRM.
Model Account Rule	account_rule_model__aln	This object holds the rule definitions associated to one or more Territories. It stores the relationship to Account Rule Criteria records and how the criterion relates to each other. The life of the rule is defined by the Start and End dates, and must fall within the life of the Territory.
Model Account Rule Criterion	account_rule_criteria_model__aln	This object stores the rule criteria associated to a particular Account Rule. Every row visible in the Account Rule UI is stored as a distinct record in this object.
Model Account Territory	account_territory_model__aln	This object holds Account Territory assignments from all sources.
Model Field Force	field_force_model__aln	This object holds Field Force data. A Field Force is a group of territories with a common set of information required for reporting systems.
Model Field Force Product	field_force_product_model__aln	This object holds Field Force-to-Product assignments. The data is used for reporting.
Model Geography Territory	geography_territory_model__aln	This object contains Geography Territory assignments. The data drives rule-based Account assignments and additional reporting.
Model Roster Member Territory	roster_member_territory_model__aln	This object stores Roster Member Territory assignments.
Model Territory	territory_model__aln	This object stores basic Territory data, for example, name, Field Force, parent Territory, start and end dates, etc. All Territory assignments of other entities are linked to this object.
Model Territory Product	territory_product_model__aln	This object contains Territory-to-Product assignments.
Parent HCO	parent_hco__aln	This object tracks the parent-child relationship between accounts. Only HCOs can be parent accounts.
Process Task	process_task__aln	This object tracks the progress of various Align processes, for example, imports from CRM or preview assignments, and logs their successes and errors.
Product	product__aln	This object stores Products definitions from any source.
Product Group	product_group__aln	This object stores Product Group data. A Product Group represents a grouping of Product records.
Product Metric	product_metric__aln	This object stores Product Metrics records containing information specific to a single Account and a single Product. The records can either be imported from a Veeva CRM environment or data loaded.
Roster Member	roster_member__aln	This object stores Roster Member data. A Roster Member record represents a person who can be assigned to a Territory.
Roster Member Territory	roster_member_territory__aln	This object holds Roster Member Territory alignments.
Specialty	specialty__aln	This object stores specialty code definitions. It is used during Rule criteria creation.
Territory	territory__aln	This object stores basic Territory data, for example, Name, Field Force, parent Territory, Start and End dates, etc. All Territory assignments for other entities are linked to this object.
Territory Footprint	territory_footprint__aln	This object contains assignments between territory__aln records and footprint__aln records. It automatically creates large numbers of geography_territory__aln records.
Territory History	territory_history__aln	This object stores all snapshots of a Territory record as the basic data changes over the life of the Territory. A history row is created every time the Territory record is created or updated. The Last Modified Date field can be used to determine what basic data was applicable as of a point in time.
Territory Product	territory_product__aln	This object stores Territory-to-Product assignments.
Veeva CRM Org	veeva_crm_org__aln	This object stores data identifying each CRM org integrated with this Align org.