Managing CRM User Preferences in Align

In CRM, Preferences_vod records are associated with User records. Preferences_vod records employ Veeva-provided and customer-created business logic to impact how users interact with CRM. For example, the Event_Country_Config_vod field enables admins to define a user’s default country when creating an event, simplifying the event creation process.

Align admins can configure the integration with CRM to manage the User Preferences of roster members. User Preference information is stored directly in roster_member__aln records. Admins can edit their field mapping integration with CRM to specify which roster_member__aln fields correspond to User fields in CRM, and which correspond to Preferences_vod fields, enabling admins to manage User Preferences directly from Align-mastered roster_member__aln records.

Configuration

To enable this feature:

  1. Grant the Align integration user the following permissions:

    Object

    Object Permissions

    Fields

    Field Permissions

    roster_member__aln

    Create, Edit

    • crm_events_user__aln
    • crm_event_country_selection__aln
    • crm_event_country_config__aln
    • preferences_timezone__aln

    Edit

    field_mapping__aln

    Create, Edit

    • mapped_crm_object_for_field__aln

    Edit

  2. Add the following fields to the roster_member__aln page layout:

    • crm_events_user__aln
    • crm_event_country_selection__aln
    • crm_event_country_config__aln
    • preferences_timezone__aln
  3. Navigate to the Integrations tab.
  4. Select the Gear icon next to the CRM org in the Veeva CRM section.

  5. Select Edit.
  6. Add the preferences__aln value to the Manage CRM Features multi select picklist.
  7. Select Save.

Mapping Preference Fields in CRM to Fields in Align

After enabling this feature, admins can define which roster_member__aln fields in Align to map to Preferences_vod fields in CRM, including custom Preferences_vod fields:

  1. Create custom roster_member__aln fields for each custom Preferences_vod field you want to map.

    Ensure the integration user has Edit permission to these custom fields.

  2. Add the appropriate custom roster_member__aln fields to the roster_member__aln page layout.
  3. Navigate to the Integrations tab.
  4. Select the Gear icon next to the CRM org in the Veeva CRM section.
  5. Select View Field Map.
  6. Expand the Roster Member Fields section.
  7. Select Describe & Edit.
  8. Edit and activate the appropriate custom field mappings:

    • crm_events_user__aln – Populate the following properties:
    • CRM Object = Preferences_vod
    • CRM Field Name = Event_Management_User_vod
    • crm_event_country_config__aln – Populate the following properties:
    • CRM Object = Preferences_vod
    • CRM Field Name = Event_Country_Config_vod
    • preferences_timezone__aln – Populate the following properties:
    • CRM Object = Preferences_vod
    • CRM Field Name = Time_Zone_vod
    • Any custom Preferences_vod fields – Map these fields to the custom roster_member__aln fields created in Step 1. Ensure the selected CRM Object is Preferences_vod.
  9. Select Save.

Managing Preferences_vod Records in Align

When an Align-mastered roster member is created in Align and pushed to CRM, a Preferences_vod record is also created and associated with the new User record in CRM.

If the roster member already has a Preferences_vod record associated with the User record in CRM, the Preferences_vod record is updated based on the roster_member__aln fields in Align mapped to Preferences_vod fields in CRM.

Admins can review successful and failed Preferences_vod record updates in the roster_member__aln successes and failures CSV file generated as part of the Push to CRM process.