Introduction
Several new features are included in Veeva Align 18R3.1. This topic provides a brief explanation of each new feature and explains updates to existing features.
New Objects, New Fields, and Map Shape Changes are also included.
User Visible and Behavior Changes
Territory Enhancements
- Selecting the map from the Territory Information Bar now opens the full map
- The 1,000 shape limit for displayed geography shapes has been removed
Targeting Feedback Language Support
Align now supports translations in Targeting Feedback. See Targeting Feedback Language Support for more information.
Filtering Accounts in Targeting Feedback
The filter button on the Targeting Feedback screen enables users to filter accounts based on the changes being made to the territory. See Filtering Accounts in Territory Feedback for more information.
Exclusive Assignments
Administrators can configure Align to prevent accounts from being assigned to multiple territories either globally or within the same field force. See Exclusive Assignments for more information.
Downloadable Assignment Preview
Align administrators can now download the results of an Assignment Preview to see exactly which actions are being taken against which accounts. See Downloadable Assignment Preview for more information.
Custom Rollups
Align enables administrators to create custom rollup metrics to display in the Territory Information Bar. See Custom Rollups for more information.
New Objects
The list below contains all new objects added in Veeva Align 18R3.1.
Object | Description |
---|---|
rollup_rule__aln | Defines a custom rollup rule. |
rollup_rule_criteria__aln | Defines an individual criterion for a custom rollup rule. |
Object | Description |
rollup_rule__aln | Defines a custom rollup rule. |
New Fields
The list below contains all fields added in Veeva Align 18R3.1. The fields are organized by object.
Object | Field Name | Field Label | Field Description | Field Type |
---|---|---|---|---|
account_territory_model__aln | exclusive_assignment__aln | Exclusive Assignment | Marks an account as exclusively assigned. | Boolean |
account_territory__aln | exclusive_assignment__aln | Exclusive Assignment | Exclusively assigns accounts. | Boolean |
align_settings__aln | account_exclusivity__aln | Account Exclusivity | Enables exclusive assignment. | Boolean |
align_settings__aln | account_exclusivity_exceptions__aln | Account Exclusivity Exceptions | Defines exceptions for exclusive assignments. | Picklist |
rollup_rule__aln | source_object__aln | Source Object | Source object for the rollup rule. | Picklist |
rollup_rule__aln | source_field__aln | Source Field | Source field for the rollup rule. | Text |
rollup_rule__aln | target_object__aln | Target Object | Target object for the rollup rule. | Picklist |
rollup_rule__aln | target_field__aln | Target Field | Target field for the rollup rule. | Text |
rollup_rule__aln | rollup_operator__aln | Rollup Operator | Defines the nature of the rollup rule. | Picklist |
rollup_rule__aln | rule_filter_logic__aln | Rule Filter Logic | Defines records selected by the rollup. | Text |
rollup_rule__aln | external_id__aln | External ID | External ID | Text |
rollup_rule__aln | last_run_datetime__aln | Last Run Date/Time | States when the rule was last calculated. | DateTime |
rollup_rule_criteria__aln | field__aln | Field | Field checked by the criterion. | Text |
rollup_rule_criteria__aln | value__aln | Value | Value causing a match on the criterion. | Text |
rollup_rule_criteria__aln | operator__aln | Operator | Criterion operator | Picklist |
rollup_rule_criteria__aln | rollup_rule__aln | Rollup Rule | Rule associated with the criterion. | Object |
Map Shape Changes
The list below contains all map shape changes in Align 18R3.1.
Andorra | Estonia | Malta | San Marino |
Australia | Finland | Mayotte | Singapore |
Austria | France | Mexico | Slovakia |
Belgium | Germany | Morocco | Slovenia |
Brunei | Greece | Netherlands | South Africa |
Bulgaria | Hungary | New Zealand | Spain |
Canada | India | Norway | Switzerland |
Croatia | Indonesia | Poland | Thailand |
Cyprus | Italy | Portugal | Turkey |
Czech Republic | Latvia | Reunion (La) | United Kingdom |
Denmark | Lithuania | Russia | United States |