About the 20R1.1 Release

This topic provides information about the Veeva Align 20R1.1 release, including important dates, webinar information, and release announcements.

All dates listed are subject to change.

Dates to Remember

  • February 7 – Sandbox release, release notes made available
  • February 14 – 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 20R1.1

The Align 20R1.1 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, New Fields, and Map Shape Changes are also included.

Features

Roster Management Enhancements

Functional Profiles

Functional Profiles group together CRM profiles and permission sets associated with job functions in CRM.

Admins can use functional profiles to automate the assignment of permissions to users in CRM, enabling quick configuration of CRM features for these users.

Functional profiles contain the following components:

  • CRM User Profile – Only one CRM profile can be assigned to a functional profile
  • Permission Sets – A functional profile can have zero or many permission sets assigned to it

Targeting Feedback Enhancements

Cloning Remove Target Feedback

Remove Target challenges made by users during Targeting Feedback can now be cloned from one MC Cycle to another. Remove Target challenges made in one MC Cycle are retained in the resulting cloned MC Cycle and can be revised via Targeting Feedback.

User Visible and Behavior Changes

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

Roster Management

  • When creating new roster_member__aln records through the user interface, the Mastered by Align picklist now defaults to Yes if the field is on the page layout.
  • Permission sets are now imported from CRM to connected CRM orgs with User Management enabled. Permission sets can be used to create Functional Profiles.

New Objects

The list below contains all new objects added in Veeva Align 20R1.1.

Name

Label

Description

functional_profile__aln

Functional Profile

Defines a profile and permission sets to assign to a roster member.

permission_set__aln

Permission Set

References a CRM permission set.

functional_profile_permission_set__aln

Functional Profile Permission Set

Assignment between a permission set and a functional profile.

functional_profile_field_force__aln

Functional Profile Field Force

Assignment between a field force and a functional profile.

New Fields

The list below contains all fields added in Veeva Align 20R1.1. The fields are organized by object.

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

Map Shape Changes

The list below contains all map shape changes in Align 20R1.1.

Country

State/Province

Code

Notes

Canada

AB

T3T

Postal Point and Postal District were created

Canada

BC

V8E

Postal District was restored

Canada

ON

L3L

Postal Point and Postal District were created

US

AR

72405

Postal Point and Postal district was added

US

AZ

85334

Postal Point was converted to Postal district

US

AZ

85336

Postal Point was converted to Postal District

US

AZ

85349

Postal District was converted to Postal point

US

AZ

85532

Postal Point was converted to Postal district

US

AZ

86018

Postal Point was converted to Postal district

US

CA

93218

Postal Point was converted to Postal district

US

CA

93421

Postal Point was converted to Postal District

US

CA

93954

Postal Point was converted to Postal district

US

CA

94143

Postal Point was converted to Postal district

US

CO

80614

Postal Point was converted to Postal District

US

CO

80938

Postal Point was converted to Postal District

US

DC

56970

Postal Point was added

US

GA

30111

Postal Point was converted to Postal district

US

ID

83256

Postal Point was converted to Postal district

US

ID

83636

Postal Point was converted to Postal district

US

ID

83731

Postal Point was deleted

US

IL

61322

Postal Point was converted to Postal District

US

IL

62250

Postal Point was converted to Postal district

US

IL

62955

Postal Point was deleted

US

MA

1066

Postal Point was converted to Postal district

US

MA

1074

Postal Point was converted to Postal District

US

MN

55131

Postal Point was added

US

MN

56325

Postal Point was converted to Postal District

US

MO

63182

Postal Point was deleted

US

MO

64092

Postal Point was converted to Postal District

US

MT

59713

Postal Point was converted to Postal District

US

MT

59830

Postal Point was converted to Postal District

US

ND

58001

Postal Point was converted to Postal District

US

NV

89318

Postal Point was converted to Postal District

US

NV

89319

Postal Point was converted to Postal District

US

NV

89437

Postal Point was added

US

NV

89437

Postal Point was converted to Postal District

US

NV

89830

Postal Point was converted to Postal District

US

NY

10922

Postal Point was converted to Postal District

US

NY

11437

Postal Point and Postal district was added

US

NY

11947

Postal Point was converted to Postal District

US

NY

11970

Postal Point was converted to Postal District

US

NY

13472

Postal Point was converted to Postal District

US

OH

43408

Postal Point was converted to Postal District

US

OH

45820

Postal Point was converted to Postal District

US

OH

45861

Postal Point was converted to Postal District

US

OH

45864

Postal Point was converted to Postal District

US

OH

45866

Postal Point was converted to Postal District

US

OH

45888

Postal Point was converted to Postal District

US

OH

45889

Postal Point was converted to Postal District

US

OK

74349

Postal Point was converted to Postal District

US

PA

15347

Postal Point was converted to Postal district

US

PA

17217

Postal Point was converted to Postal district

US

PA

17354

Postal Point was converted to Postal District

US

PA

17930

Postal Point was converted to Postal District

US

PR

00905

Postal Point was deleted

US

SD

57367

Postal Point was converted to Postal district

US

SD

57420

Postal Point was converted to Postal District

US

TX

75059

Postal Point was added

US

UT

84334

Postal Point was converted to Postal District

US

UT

84632

Postal Point was converted to Postal district

US

UT

84662

Postal Point was converted to Postal District

US

WA

98860

Postal Point was converted to Postal District

US

WA

99039

Postal Point was converted to Postal District

US

WA

99124

Postal Point was converted to Postal District

US

WA

99146

Postal Point was converted to Postal district

US

WA

99359

Postal Point was converted to Postal District

US

WI

53789

Postal Point was deleted

US

WI

53928

Postal Point was converted to Postal district

US

WI

53969

Postal Point was converted to Postal District

US

WV

24853

Postal Point was converted to Postal District

US

WY

83124

Postal Point was converted to Postal District