What's New in 21R3.2

The Align 21R3.2 release includes brief, high-level descriptions of enhancements and new features.

User Visible and Behavior Changes

Roster Management

  • Clearing an Align-mastered roster member’s manager or designated approver now also clears the corresponding field on the User record in CRM during the next push
  • When an Align-mastered roster member is marked as inactive in CRM, Roster Member Territory records are no longer end dated. This enables UserTerritory2Association records in CRM to be easily recreated if the user is reactivated.

Territory Feedback

  • Users can now create Add Account challenges against accounts with an Account Exclusion record with a reason of Feedback. This enables users to re-add accounts removed from the territory in previous instances of Territory Feedback.
  • The approval_mapping_model__aln object is no longer maintained when refreshing sandbox instances of Align, reducing errors when publishing the refreshed sandbox to production instances. See Managing Environments for the complete list of objects excluded from sandbox refreshes.

Features

Territory Feedback

Searching Within a Territory as a Manager

To quickly review and create challenges against specific accounts, managers can use the search bar on the Accounts screen to search within their territory.

Territory Feedback Metrics

Users can quickly review important metrics regarding the number of accounts, targets, and total goals they will have during the next cycle using Territory Feedback Metrics.

These widgets do not require configuration, but the targeting and total goals widgets require an associated Multichannel Cycle Plan to display.

Bulk Challenges in Territory Feedback

To enable users to quickly make the same type of challenge to multiple accounts at once, rather than creating each challenge individually, users can challenge multiple accounts at once using bulk challenges.

Map Shape Changes

Country

State/Province

Code/Locality

Text

Canada

AB

Namao

Postal Locality was deleted

Canada

MB

Hochfeld

Postal Locality was created

Canada

MB

R6P

Postal Point and Postal District were created

Canada

MB

R6T

Postal Point and Postal District were created

Canada

MB

Stanley

Postal Locality was created

Canada

NL

Shearstown

Postal Locality was deleted

Canada

ON

Brougham

Postal Locality was deleted

Canada

ON

Greenwood

Postal Locality was deleted

Canada

QC

La Romaine

Postal Locality was created

US

AL

35468

Postal point was deleted

US

CA

95224

Postal point was converted to postal district

US

CA

95387

Postal point was converted to postal district

US

KY

40310

Postal point was converted to postal district

US

MD

21714

Postal point was converted to postal district

US

NM

87316

Postal point was converted to postal district

US

NM

87712

Postal point was converted to postal district

US

NM

87736

Postal point was converted to postal district

US

NM

87749

Postal point was converted to postal district

US

NM

87824

Postal point was converted to postal district

US

NM

87939

Postal point was converted to postal district

US

OH

45147

Postal point was converted to postal district

US

OH

45816

Postal point was converted to postal district

US

OK

74565

Postal point was converted to postal district

US

PA

16694

Postal point was converted to postal district

US

PA

18962

Postal point was converted to postal district

US

PA

19109

Postal point was converted to postal district

US

TX

77475

Postal point was converted to postal district

US

UT

84723

Postal point was converted to postal district

US

WA

98243

Postal point was converted to postal district

US

WV

25624

Postal point was converted to postal district