What's New in 22R2.0

The Align 22R2.0 release includes brief, high-level descriptions of enhancements and new features.

Announcements

Performance Improvements for Targeting Rules

The 22R2.0 release delivers automatically available performance improvements when running targeting rules. These improvements will be available in sandbox instances of Align prior to being made available on production instances.

Enhancements to the Manager Feedback Accounts Table Available in CRM 22R2.2

The CRM 22R2.2 release, currently scheduled for September 29, 2022, will introduce an enhanced and redesigned version of the Accounts table in Manager Feedback to help managers quickly review end user feedback. Additional enhancements and functionality include:

  • Performance enhancements enabling quick navigation of territories with large numbers of accounts
  • Managers can navigate to the Accounts table by selecting the name of the end user on the Territories page of Manager Feedback
  • All accounts in the territory display, instead of only added, dropped, and targeted accounts
  • Challenge and Goal columns are grouped together with double-row column headers
  • Columns representing the account’s name and challenge actions are static, ensuring they always display when horizontally scrolling the Accounts table
  • Filters can be applied to, and cleared from, any column containing data; multiple columns can be filtered at once
  • Accounts are grouped in collapsible sections for Account Assignments and Drops, making it clear which accounts are assigned to the territory
  • To quickly see which pending challenges require review, the cells in the Status column are shaded yellow for pending challenges and green for accepted challenges
  • Edits to target goals display within the goal columns as green up-arrows and red down-arrows, indicating whether the goal was increased or decreased

These enhancements are automatically available in orgs with Manager Feedback enabled.

Full documentation for these enhancements will be available in the CRM 22R2.2 release notes, currently scheduled for communication on September 22, 2022.

User Visible and Behavior Changes

User Management

  • Profile and role conflicts now automatically resolve when integrating with CRM based on the Primary Territory of the user. Admins can still override this resolution using the CRM Role and CRM Profile Override fields on the Roster Member detail page.
  • The Mass Transfer functionality for the roster_member_territory__aln and roster_member_territory_model__aln objects was updated:
  • The effective date of the transfer now serves only as the start_date__aln of the new assignment. The end_date__aln of the old assignment now automatically populates as the day prior to the effective date with a end_datetime__aln of 11:59 pm.
  • Users can no longer select an effective date on or prior to the start date of the current assignment
  • Users can no longer select the Today’s Date hyperlink in the data picker when the date is on or prior to the start date of the current assignment

Features

Territory Feedback

Displaying Territory Feedback Metrics via MyInsights

This feature is available on August 25, 2022 with the Sandbox Release of CRM 22R2.1.

To visualize data, admins can create and link MyInsights reports to Territory Feedback. MyInsights reports in Territory Feedback enable end users to visualize upcoming changes to their territories, as well as provide a place for admins to give written guidance to end users about how they should review and leave feedback on upcoming changes to their territory.

Territory Management

Generating Geo Shapes

To enable users to view maps of territories within Align, map shape information, known as Geo Shapes, must exist for the geography records used by the territory. For certain countries where postal code geographies are used, Veeva provides out of the box Geo Shape information. However, for other countries, as well as for countries using bricks-based geographies rather than postal codes, the Geo Shape Generator enables users to generate approximated map shape information for entire countries.

User Management

Designating a Primary Territory

To help resolve integration conflicts that may occur when a user is assigned to multiple territories, admins can designate a territory as being a roster member’s primary territory. Primary territories are prioritized when assigning functional profiles to users if the user is assigned to multiple territories with different functional profiles.

Known Issues

General

Issue Description

Issue Number

When using Firefox v103 to access Align, users occaisionally experience general slowness and erratic cursor behavior. Veeva recommends using another browser or version until the issue is resolved. See here for more information.

ALN-28239

Maps Visualization

Issue Description

Issue Number

The Geo Shape Generator process fails if the country’s name includes a space and one or more address records within the country do not have latitude and longitude data. This will be fixed in the production release.

ALN-28232

User Management

Issue Description

Issue Number

Permission Set assignments are not removed from CRM when a functional profile is removed in Align. This will be fixed in the production release.

ALN-28236