About the 19R2.3 Release

This topic provides information about the Veeva Align 19R2.3 release, including important dates, webinar information, and release announcements.

All dates listed are subject to change.

Dates to Remember

  • August 9 – Sandbox release, release notes made available
  • August 16 – General Release to all orgs

Preview Webinars (updated August 16, 2019)

What's New in 19R2.3

The Align19R2.3 release includes several new features as well as .

Our release notes offer brief, high-level descriptions of enhancements and new features. Configuration is available by selecting the feature name.

and are also included.

Features

Assignment Enhancements

Ranked Field Forces

Administrators can group multiple field forces together and assign ranks to each field force in the group. This increases efficiency by preventing multiple field forces in the same group from receiving the same account assignment, since accounts assigned to one field force cannot be assigned to a field force of a lower rank in the same group.

Targeting Feedback Enhancements

Editing the Challenge Reasons Picklist

Administrators can add, edit, and disable values of the Challenge Reasons picklist that displays to users when they submit a challenge using Targeting Feedback. This enables more flexibility when configuring Targeting Feedback, since the administrator can tailor this picklist based on the needs of the users submitting the feedback.

User Visible and Behavior Changes

Most new features require some configuration, however users are able to view the following changes immediately:

Targeting Feedback

  • Users can sort the Account table in ascending or descending alphanumerical order by selecting the appropriate column header
  • The challenge reason now automatically stamps on the account_exclusion_model__aln record to indicate why the assignment was added or removed
  • The Feedback Review lifecycle state was removed from the Territory Model lifecycle and should no longer be used nor accessible. It is superseded by the Feedback lifecycle state.
  • The namespace of values of the challenge_reason__aln picklist is updated from __aln to __c. This update enables configurable Challenge Reasons and should be noted in downstream systems that export Challenge Reasons from Align.

Territory Assignment

  • Users can manually trigger field force MCCP goal recalculations by selecting the Calculate Rollups button from the Gear menu. This enables users relying solely on explicit targeting assignments to calculate and update interaction goals. Updated goals reflect all the way up the hierarchy without needing to launch an assignment preview.

Modeling

  • The lock_status__aln field no longer populates when the associated modeling project is set to Approved. This field previously supported a backend process which has been updated to improve performance.

New Objects

The list below contains all new objects added in Veeva Align 19R2.3.

Name

Label

Description

field_force_group__aln

Field Force Group

Groups together and ranks several field forces

New Fields

The list below contains all fields added in Veeva Align 19R2.3. The fields are organized by object.

Object

Field Name

Field Label

Description

Type

account_territory_model__aln

challenge_source__aln

Challenge Source

References an account territory model responsible for challenging this record

Lookup

field_force__aln

assignment_priority__aln

Assignment Priority

Defines the priority rank of the field force

Number

field_force__aln

field_force_group__aln

Field Force Group

References the field_force_group__aln object that the field force is a part of

Lookup

field_force_model__aln

assignment_priority__aln

Assignment Priority

Defines the priority rank of the field force

Number

field_force_model__aln

field_force_group__aln

Field Force Group

References the field_force_group__aln object that the field force is a part of

Lookup

mc_cycle_plan_target__aln

challenge_source__aln

Challenge Source

References an account territory model responsible for challenging this record

Lookup