About the 19R3.3 Release

This topic provides information about the Veeva Align 19R3.3 release, including important dates, webinar information, and release announcements.

All dates listed are subject to change.

Dates to Remember

• December 6 – Sandbox release, release notes made available
• December 13 – General Release to all orgs

Announcements

Territory Management 2.0 in Align

Align is able to assist the transition from Salesforce’s original Territory Management Salesforce module (TM1.0) to Territory Management 2.0 (TM2.0). All Veeva CRM customers must migrate to TM2.0 before June 2021.

See Territory Management 2.0 in Align for more information.

What's New in 19R3.3

The Align19R3.3 release includes several new features as well as User Visible and Behavior Changes.

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

New Objects and New Fields are also included.

Features

Roster Management Enhancements

User Management in Align

Align admins can create and manage CRM users directly within Align, simplifying the alignment process by enabling the administrator to perform these actions in Align rather than in CRM. Align administrators can use the User Management module to perform the following tasks:

• Control which users are mastered by Align versus CRM. Mastering refers to which system is responsible for managing changes made to a record. Changes made to a record on non-mastered systems are overwritten during the next data synchronization.
• Update roster members in Align and push the changes to CRM
• Create new roster members in Align and push the new record to CRM along with all of the proper assignments

User Visible and Behavior Changes

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

Targeting Feedback

• The Accounts table now displays more columns on a single screen to minimize the need to scroll horizontally
• The header row in the Accounts table repeats every ten rows in the table, enabling users to easily see which column corresponds to which goal
• Users can now increase product goals to be greater than the corresponding channel goal. If a product goal is increased to be greater than the channel goal, the channel goal automatically updates with the new product goal
• The target icon on Account table rows now updates when submitting an add or remove target challenge, rather than only updating once a challenge is approved

Roster Management

• The new CRM User Management section now displays on all roster_member__aln record detail pages. This section displays the following fields mapped to the User object in CRM:
• mastered_by_align__aln
• crm_user_status__aln
• crm_profile__aln
• crm_role__aln
• alias__aln
• username__aln
• manager__aln
• delegated_approver__aln
• email__aln
• email_encoding__aln
• crm_language__aln
• crm_locale__aln
• veeva_crm_org__aln

New Objects

The list below contains all new objects added in Veeva Align 19R3.3.

Name	Label	Description
profile__aln	Profile	Represents a CRM User Profile

New Fields

The list below contains all fields added in Veeva Align 19R3.3. The fields are organized by object.

Object	Field Name	Field Label	Description	Type
roster_member__aln	crm_user_status__aln	CRM User Status	Controls whether a roster member is active or inactive in records mastered by Align.	Picklist
roster_member__aln	alias__aln	Alias	Alias of the roster member	Text
roster_member__aln	mastered_by_align__aln	Mastered by Align	Determines whether the record is mastered by Align or by CRM.	Picklist
roster_member__aln	company_name__aln	Company Name	Company Name	Text
roster_member__aln	delegated_approver__aln	Delegated Approver	Delegated Approved of the roster emember.	Lookup
roster_member__aln	department__aln	Department	Department	Text
roster_member__aln	division__aln	Division	Division	Text
roster_member__aln	email__aln	Email	Email address of the roster member.	Text
roster_member__aln	email_encoding__aln	Email Encoding	Email Encoding method. Default value is ISO-8859-1.	Picklist
roster_member__aln	employee_number__aln	Employee Number	Employee Number	Text
roster_member__aln	extension__aln	Extension	Extension	Text
roster_member__aln	fax__aln	Fax	Fax	Text
roster_member__aln	include_in_push__aln	Include in Push	If selected, includes the record in pushes to CRM.	Boolean
roster_member__aln	crm_language__aln	CRM Language	Language of the user in CRM.	Picklist
roster_member__aln	crm_locale__aln	CRM Locale	Locale of the user in CRM.	Picklist
roster_member__aln	last_sent_to_crm__aln	Last Sent to CRM	Date when the record was last pushed to CRM.	DateTime
roster_member__aln	manager__aln	Manager	Manager of the roster member.	Lookup
roster_member__aln	mobile_phone__aln	Mobile Phone	Mobile phone number of the roster member	Text
roster_member__aln	nickname__aln	Nickname	Nickname of the roster member	Text
roster_member__aln	phone__aln	Phone	Phone number of the roster member.	Text
roster_member__aln	crm_profile__aln	CRM Profile	Defines the CRM User Profile assigned to the roster member in Align-mastered records.	Lookup
roster_member__aln	crm_role__aln	CRM Role	Defines the CRM User Role assigned to the roster member in Align-mastered records.	Text
roster_member__aln	title__aln	Title	Title of the roster member.	Text
roster_member__aln	username__aln	Username	Username of the roster member.	Text
roster_member__aln	concur_userid__aln	Concur UserID	Concur UserID of the roster member.	Text
roster_member__aln	custom_application__aln	Custom Application	Defines if the user is also a CRM Medical User	Picklist
roster_member__aln	inventory_order_allocation_group__aln	Inventory Order Allocation Group	Inventory Order Allocation Group of the roster member.	Text
roster_member__aln	nas_filters__aln	NAS Filters	NAS filters applied to the roster member.	Text
roster_member__aln	network_additional_countries__aln	Network Additional Countries	Additional countries assigned to the roster member via Veeva Network.	Text
roster_member__aln	share_team__aln	Share Team	Share team of the roster member	Text
roster_member__aln	user_identifier__aln	User Identifier	User Identifier	Text
profile__aln	description__aln	Description	A description of the User Profile.	Text
profile__aln	veeva_crm_org__aln	Veeva CRM Org	The CRM Org associated with the User Profile.	Lookup
profile__aln	crm_record_id__aln	CRM Record ID	The CRM ID of the User Profile.	Text
profile__aln	external_id__aln	External ID	External ID	Text
veeva_crm_org__aln	manage_crm_users__aln	Manage CRM Users	Enables User Management for the corresponding CRM org.	Picklist

Data Model Changes for Future Functionality

The following objects and fields are present in Align instances as of the 19R3.3 Release and will be used in the future:

Objects

Name	Label	Description
functional_profile__aln	Functional Profile	Defines a profile and permission sets to assign to a roster member.
functional_profile_field_force__aln	Functional Profile Field Force	Assignment between a field force and a functional profile.
functional_profile_permission_set__aln	Functional Profile Permission Set	Assignment between a permission set and a functional profile.
permission_set__aln	Permission Set	References a CRM permission set.

Fields

Object	Field Name	Field Label	Description	Type
account_exclusion__aln	mc_cycle__aln	MC Cycle	The MC Cycle associated with a cloned account_exclusion__aln record.	Lookup
account_exclusion_model__aln	mc_cycle__aln	MC Cycle	The MC Cycle associated with a cloned account_exclusion_model__aln record.	Lookup
account_exclusion__aln	segments__aln	Segments	The concatenated list of references to all of the Targeting Rule groups to which the original Target qualified.	Text
account_exclusion_model__aln	segments__aln	Segments	The concatenated list of references to all of the Targeting Rule groups to which the original Target qualified.	Text
account_exclusion_model__aln	source__aln	Source	Indicates that the exclusion originated from cloning an exclusion generated by a Remove Target challenge.	Picklist
functional_profile__aln	description__aln	Description	Description of the functional profile.	Text
functional_profile__aln	crm_profile__aln	CRM Profile	CRM Profile assigned to the functional profile.	Lookup
functional_profile__aln	external_id__aln	External ID	External ID.	Text
functional_profile__aln	veeva_crm_org__aln	Veeva CRM Org	References the CRM Org that the functional profile applies to.	Lookup
functional_profile_field_force__aln	field_force__aln	Field Force	The field force associated with the record.	Lookup
functional_profile_field_force__aln	functional_profile__aln	Functional Profile	References the functional profile assigned to a field force.	Lookup
functional_profile_field_force__aln	hierarchy_level__aln	Hierarchy Level	Defines the hierarchy level of the associated field force.	Picklist
functional_profile_permission_set__aln	functional_profile__aln	Functional Profile	References the functional profile assigned to the record.	Lookup
functional_profile_permission_set__aln	permisison_set__aln	Permission Set	References the permission set assigned to the record.	Lookup
permission_set__aln	crm_record_id__aln	CRM Record ID	CRM ID of the corresponding Permission set in CRM.	Text
permission_set__aln	external_id__aln	External ID	External ID.	Text
permission_set__aln	veeva_crm_org__aln	Veeva CRM Org	References the Veeva CRM org that the permission set originated from.	Lookup
territory__aln	functional_profile__aln	Functional Profile	The territory-specific functional profile.	Lookup
territory__aln	functional_profile_inherited__al	Functional Profile Inherited	Defines the functional profile inherited from the related field force.	Lookup