What's New in 23R1.2

The Align 23R1.2 release includes brief, high-level descriptions of enhancements, new features, and more.

User Visible and Behavior Changes

CRM Integration

  • Admins editing custom outbound roster member field mappings can now use the CRM Object picklist to specify which CRM object roster_member__aln data should push to. The following values are available:

    • User
    • Preferences_vod

Map Visualization

  • Territory maps now display with an updated color palette and with improved performance. When users zoom out in the map, map shapes represent aggregated territories. When users zoom in, map shapes update to represent individual postal codes or bricks.

    Users must zoom in to display individual postal codes or bricks in order to display the Transfer Geography modal.

Territory Feedback

Using Location Based Targeting in Territory Feedback via MyInsights

Customers using both Location Based Targeting and MyInsights visualizations in Territory Feedback can access additional information when Location Based Targeting is enabled.

User Management

Managing Engage Licenses

Align admins can add and remove users from Engage and Engage Connect groups directly in Align. This enables admins working with Align-mastered roster members to manage their users’ group memberships without needing to use both CRM and Align. Managing license membership in Align also ensures users have their Engage licenses automatically revoked when they are inactivated.

Managing CRM User Preferences in Align

In CRM, Preferences_vod records are associated with User records. Preferences_vod records employ Veeva-provided and customer-created business logic to impact how users interact with CRM. For example, the Event_Country_Config_vod field enables admins to define a user’s default country when creating an event, simplifying the event creation process.

Map Shape Changes

Country

State

Code

Text

US

IL

62266

Postal point was converted to postal district

US

KY

40803

Postal point was converted to postal district

US

NC

27825

Postal point was converted to postal district

US

NV

89422

Postal point was converted to postal district

US

OH

43151

Postal point was converted to postal district

New Fields

The list below contains all fields added in Veeva Align 23R1.2. The fields are organized by object.

Object

Field Name

Field Label

Description

Type

field_mapping__aln

mapped_crm_object_for_field__aln

Mapped CRM Object

Defines which CRM object the field mapping is associated with.

Picklist

roster_member__aln

crm_event_country_config__aln

CRM Event Country Config

Contains two parameters separated by a semicolon, indicating the default country used when creating an event using Veeva Event Management, and whether the user can select a different country than the default.

Text

roster_member__aln

crm_event_country_selection__aln

CRM Event Country Selection

Indicates if the user can modify the Country picklist when creating an event.

Check box

roster_member__aln

crm_events_user__aln

CRM Events User

Indicates whether the roster member is an Events Management user in CRM.

Check box

roster_member__aln

engage_connect_group__aln

Engage Connect Group

Displays the name of the roster member's Engage Connect group.

Text

roster_member__aln

engage_connect_group_request__aln

Engage Connect Group Request

Stores the name of the Engage Connect group the roster member should be assigned to.

Text

roster_member__aln

engage_connect_group_status__aln

Engage Connect Group Provisioning Status

Describes whether the roster member has an assigned Engage Connect license, as well as the status of the license provisioning process.

Picklist

roster_member__aln

engage_group__aln

Engage Group

Displays the name of the roster member's Engage group.

Text

roster_member__aln

engage_group_provisioning_status__aln

Engage Group Provisioning Status

Describes whether the roster member has an assigned Engage license, as well as the status of the license provisioning process.

Picklist

roster_member__aln

engage_group_request__aln

Engage Group Request

Stores the name of the Engage group the roster member should be assigned to.

Text

roster_member__aln

preferences_timezone__aln

Preferences Timezone

Indicates the timezone on the associated Preferences_vod record in CRM. Used for Veeva Events Management.

Picklist