Features

The following features are included in Align. While customers can set them up in any order they wish, Veeva recommends the following order.

• Countries

Align Data Loader

• Using Align

Managing Align Production Settings

• Entities and Assignments

Account Rules Engine

• Account Rule Processing

Align-CRM Integration

Account Merges in CRM

• Audit Trail

Reporting

Integration Users in Align and CRM

Territory Modeling

Territory Mapping

Importing CRM Products

My Setup Products

Mass Edit and Transfer