What's New in 22R3.0

The Align 22R3.0 release includes brief, high-level descriptions of enhancements and new features.

Announcements

Updates to Managing Users in Align

To provide admins with greater control over managing users in Align, the configuration and integration process for User Management is updated. Customers who previously configured User Management in Align do not need to take further action to maintain the existing integration with CRM.

Align instances are automatically migrated to this new process, which includes updates to the values of the manage_crm_users__aln picklist on the veeva_crm_org__aln object:

  • Enabled – Added
  • Disabled – Maintained
  • Manage CRM Users – Removed
  • Manage CRM Users and Roles Hierarchy – Removed

If either users__aln or users_and_roles__aln were selected prior to the migration, the manage_crm_users__aln picklist automatically updates to enabled__aln and groups, profiles, and permission sets import from CRM into Align.

The selection of the two removed picklist values are reflected in the new manage_crm_features__aln multi-select picklist:

Before

After

 

The values for both of these fields are determined by the selected value for the manage_crm_users__aln field prior to the migration:

Previous Selection for manage_crm_users__aln

New Value for manage_crm_users__aln

Automatic Values for manage_crm_features__aln

Disabled

Disabled

Null

Manage CRM Users

Enabled

  • Permission Sets

Manage CRM Users and Roles Hierarchy

Enabled

  • Permission Sets
  • Roles

Permission set assignments and role management can be deactivated by removing the corresponding values from the manage_crm_features__aln multi-select picklist.

Features

User Management

Assigning Permission Sets to Individual Roster Members

To support individual business requirements for users who require additional permissions than their assigned functional profile, admins can assign permission sets directly to individual roster members.

Managing Public Groups from CRM

Admins can manage Public Group membership in Align via associations with functional profiles, enabling admins to avoid performing these actions in CRM.

Map Shape Changes

Country

State

Code

Text

US

AZ

85288

Postal point was converted to postal district

US

CA

90233

Postal point was deleted

US

CA

95312

Postal point was converted to postal district

US

CA

95571

Postal point was converted to postal district

US

MI

48139

Postal point was converted to postal district

US

NM

87551

Postal point was converted to postal district

US

NM

87562

Postal point was converted to postal district

US

NY

13641

Postal point was converted to postal district

US

OK

74350

Postal point was converted to postal district

US

PA

16211

Postal point was converted to postal district

US

PA

16633

Postal point was converted to postal district

US

PA

18690

Postal point was deleted

US

TX

77412

Postal point was converted to postal district

US

TX

77470

Postal point was converted to postal district

US

TX

77623

Postal point was converted to postal district

US

TX

78050

Postal point was converted to postal district

US

TX

78107

Postal point was converted to postal district

US

TX

78142

Postal point was converted to postal district

US

TX

78145

Postal point was converted to postal district

US

TX

78146

Postal point was converted to postal district

US

TX

78162

Postal point was converted to postal district

US

TX

79010

Postal point was converted to postal district

US

TX

79078

Postal point was converted to postal district

US

TX

79788

Postal point was converted to postal district

US

UT

84132

Postal point was converted to postal district

US

VA

23480

Postal point was converted to postal district

Known Issues

Maps Visualization

Issue Description

Issue Number

The Transfer popover does not display after selecting Transfer from the map view of a territory. This will be fixed in the 223.0.200 production release.

ALN-29331

MCCP

Issue Description

Issue Number

The search results modal for cloning an existing MC Cycle does not display correctly. This will be fixed in the 223.0.200 production release.

ALN-29324