About the 20R1.3 Release

This topic provides information about the Veeva Align 20R1.3 release, including important dates, webinar information, and release announcements.

All dates listed are subject to change.

Dates to Remember

April 17 – Sandbox release, release notes made available
April 24 – 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 20R1.3

The Align 20R1.3 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 Fields and Known Issues are also included.

Features

General

Language Support

Align now supports the following languages, enabling admins to use Align in their native language:

Language	Language Code
English	en
Japanese	ja
Chinese	zh
German	de
French	fr
Italian	it
Spanish	es
Russian	ru
Portuguese (Portugal)	pt_PT
Portuguese (Brazil)	pt_BR
Korean	kr
Polish	pl
Turkish	tr
Chinese (Traditional)	zh_TW

Roster Management Enhancements

Creating and Updating Roles in CRM

Admins can configure Align to manage the role hierarchy in CRM. In CRM, users are organized into hierarchies based on their assigned role, which automatically grant managers visibility to the data used by their team members. In Align, this hierarchy is typically determined by the hierarchy of the territory that roster members are assigned to. By enabling Align to manage the role hierarchy in CRM to mirror the territory hierarchy, the user hierarchy is consistent across both platforms.

Territory Enhancements

Geography Rollups

Align admins can now create custom rollups using the geography__aln object as the target, enabling greater flexibility when creating these fields.

All operators, field types, and sources available for custom rollups are available for geography rollups.

For example, the Align admin wants to display the total sales potential of a geography. The admin creates a Custom Rollup for the geography__aln object, adding all proper criteria, and adds the field representing the metric to the page layout. Total Sales Potential now displays on geography records, so the information is quickly referenced.

See Custom Rollups for more information on how to create custom rollups and see here for an example on how to make a custom geography rollup.

User Visible and Behavior Changes

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

Roster Management

Admins must now assign a time zone to Align-mastered roster members using the crm_timezone__aln field in the CRM User Management section. The available values of this field correspond directly to the values in CRM.

Targeting Rule Enhancements

Expanded sections of a targeting rule now remain expanded when admins select the Edit button to edit a targeting rule
When an admin saves or cancels an edit of an existing rule, the View page of that rule now displays

Territory Enhancements

Admins can now create custom mappings for the postal_code__aln and brick__aln fields on the address__aln object. These fields map by default to the Zip_vod and Brick_vod fields, respectively.

New Fields

The list below contains all fields added in Veeva Align 20R1.3. The fields are organized by object.

Object	Field Name	Field Label	Description	Type
roster_member__aln	crm_timezone__aln	CRM Time Zone	The time zone of the roster member.	Picklist

Known Issues

Account Rules

Issue Description	Issue Number
Account rule criteria referencing object reference fields do not retain their value when the rule is edited.	ALN-19787