Managing Align Production Settings

Align Production Settings enable either global or Field Force-specific settings via the Production Settings page in the Align Admin tab. These two Vault Tabs are disabled by default and must be configured before users can view and access the tabs.

Configuration

To enable the Align Admin and Production Settings tabs:

  1. Select Admin.
  2. Select Users & Groups.
  3. Select Permission Sets.
  4. Select the user group for users who should manage settings.
  5. Select Tabs.
  6. Enable the Align Admin and Production Settings tabs.
  • Settings are considered enabled when the status__v field is set to Active.
  • The Settings object does not support custom fields, custom page layouts, or custom list views. Any adjustment made to these areas can be overwritten in a subsequent release.

Configuring Global Settings

Align permits a single Global Setting record applying to all entities without a Field Force-specific setting record. A settings record is considered global if the Field Force field is not populated.

Only one global settings record can be active.

Configuring Field Force Specific Settings

Any global align setting can be overridden using field force settings. Field force settings apply to an entire specified Field Force.

If a Field Force-specific setting is left blank, the Global Setting is used instead. Blank Field Force-specific settings do not override populated Global Settings.

For example, a setting’s value is A in the Global Settings but has a value of B in the Field Force settings of the current user. For the current user, the value of the setting is B.

Each Field Force can have only one active settings record.

Account Settings

Name Description Field Type Default Value
Account Status Inactive Values

Defines which values of the customer_master_status__aln field on the Account__aln object cause the account to be treated as inactive by Align. Active assignments on inactive accounts are automatically end dated and new assignments are prevented.

To set which statuses cause an account to be considered inactive, enter the appropriate values of the customer_master_status__aln field in a comma-separated list.

Accounts marked as inactive prior to enabling this setting are not affected.

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Days CRM Sourced Assignments Expire

Number between 1-730. Defines the number of days after an account assignment start date that the assignment is end dated.

This only applies to assignments where the source__aln field is crm__aln

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Import Inactive Assignments

Enables importing assignments of inactive accounts from CRM into Align.

These imported account assignments automatically expire after a number of days equal to the value defined in the Days CRM Sourced Assignments Expire setting. If that setting is blank, the territory end date is used instead.

 Toggle No
Account Exclusivity Enables Exclusive Assignments. Toggle Blank
Account Exclusivity Exceptions The list of source__aln values on the account_territory__aln object. Defines exceptions to Exclusive Assignments. Picklist Blank

Targeting Feedback Settings

Name Description Field Type Default Value
Feedback Account Assignment Columns

List of account__aln, address__aln and product_metric__aln fields to display in Integrated Territory Feedback.

For example: account__aln.name__v, account__aln.country__aln

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Automated Feedback Handling

Enables Automated Feedback Handling.

 Toggle No
Account Card Fields

List of fields on the following objects to display in the Account Information section of Integrated Territory Feedback:

  • account__aln
  • address__aln
  • product_metric__aln

For example: account__aln.name__v, product_metric__aln.trx__aln

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Reason Required

Defines which types of challenges made by users require a reason to submit.

Picklist

Blank
Challenge Reasons Picklists Each picklist defines the Context-Sensitive Challenge Reasons for that particular challenge Picklist Blank

Assignment Preview Settings

Name Description Field Type Default Value
Rule Selection Criteria When set to By Send to CRM Value, enables users to select the criteria that selects which assignment rules are used in an assignment preview. Picklist No Criteria

Product Settings

Name Description Field Type Default Value
Field Force Product Inheritance When set to Territories Inherit Field Force Products, territories belonging to a Field Force automatically inherit the Field Force's Product assignments. Picklist No Inheritance

Territory Information Bar Settings

Name Description Field Type Default Value
Territory Metric Fields Defines fields listed in the Territory Information Bar. Text Blank