Release Notes by Date

Release Version Feature Highlights Production Release Date
23R3.4
  • Importing Specialty Labels
  • Persisting CRM Roles for Deactivated Roster Members
 February 22, 2024
23R3.0
  • Territory Map shape improvements

  • Aligning Content in Veeva CRM using Align

  • Assigning Memberships to Content Groups

 December 7, 2023
23R2.2
  • Approving Location-Based Changes in Integrated Territory Feedback
  • Using the Assignment Changes Widget to View Target Changes
  • Updates to the getFeedbackData() MyInsights Method
 October 12, 2023
23R2.0
  • CRM Managed Roster Member Fields in Align
  • Using the Assignment Changes Widget in Territory Feedback
  • Importing Approval Rules into Modeling and Production
 August 10, 2023
23R1.2
  • Assigning Engage Licenses to Users
  • User Preferences in Align
 June 8, 2023
23R1.0
  • Mapping Picklists in CRM to Picklists in Align
 April 20, 2023
22R3.2

  • Excluding Account Territory Sources from Hierarchy Criteria

  • Using Location Based Targeting

 February 9, 2023
22R3.0
  • Assigning Permission Sets to Roster Members
  • Managing Public Groups from CRM
 December 8, 2022
22R2.2

  • Enhancements to the Align Manager Feedback Accounts Table

 October 13, 2022
22R2.0
  • Displaying Territory Feedback Metrics via MyInsights
  • Generating Geo Shapes
  • Designating a Primary Territory
 August 18, 2022
22R1.2
  • Searching Out of Territory in Manager Feedback
  • Mastering Currency in Multi-currency Orgs
  • Controlling Intermediary Assignment
 June 23, 2022
22R1.0
  • Workday Integration
  • Manager Feedback Challenges
 May 5, 2022
21R3.2
  • Searching within a Territory as a Manager
  • Territory Feedback Metrics
  • Bulk Challenges in Territory Feedback
 March 10, 2022
21R3.0
  • Modeling Settings
  • Manager Feedback
 December 16, 2021
21R2.2
  • CRM User Metrics in Align
 November 4, 2021
21R2.0
  • Team Selling in Territory Feedback
  • Importing Footprints into Territory Models
 August 26, 2021
21R1.2
  • Account Profile View
  • Integrated Territory Feedback Multi-Territory Support
 June 24, 2021
21R1.0
  • Integrated Territory Feedback
 April 22, 2021
20R3.2
  • Updated Release Versioning
  • Updated Assignment Rules Engine Now Available in Sandboxes
 February 18, 2021
20R3.3
  • The top navigation bar now persists when opening record details in new tabs
  • Targeting Feedback trigger errors now localize in the language of the end user
 December 17, 2020
20R3.1
  • Customizing Text in Align
  • End-Dating Users in Align
 October 15, 2020
20R2.3
  • Context-Sensitive Challenge Reasons
  • Requiring Challenge Reasons
 August 21, 2020
20R2.1
  • Added US and Canadian point zip codes
  • Stamping challenge reasons and notes to account exclusions
 June 19, 2020
20R1.3
  • Language Support
  • Managing Roles
  • Geography Rollups
 April 17, 2020
20R1.1
  • Functional Profiles
  • Cloning Remove Target Feedback
 February 14, 2020
19R3.3
  • User Management
 December 13, 2019
19R3.1
  • Modeling Footprints
  • Start and End Dating Geographies in Footprints
  • Date Operators in the Rules Engine
 October 18, 2019
19R2.3
  • Ranked Field Forces
  • Editing the Challenge Reasons Picklist
 August 16, 2019
19R2.1
  • Child Account Support for Feedback
  • Product Metric Combinations
 June 14, 2019
19R1.3
  • The Geography__aln Object
  • Child Accounts in MCCP
  • Territory Metrics in the Assignment Preview
 April 12, 2019
19R1.1
  • Global Account Search in Territory Feedback
 February 8, 2019
18R3.3
  • Cloning an MC Cycle
  • Search in Targeting Feedback
  • End-Dating Territory Assignments with the Align Data Loader
 December 7, 2018
18R3.1
  • Targeting Feedback Language Support
  • Exclusive Assignments
  • Custom Rollups
 October 19, 2018
18R2.3
  • Targeting Feedback
  • Handling Uncommitted Previews in the Scheduler
 August 17, 2018
18R2.1
  • Prescription Metrics
  • Custom Object Support
  • Display All Roster Members
 June 22, 2018

18R1.3

  • Territory Information Bar
  • Locking MCCP Records from Align
  • Expanding All Branches of a Targeting Rule

April 20, 2018

18R1.1

  • Targeting Exclusions
  • Segmentation Stamping
  • Custom Field Mapping Support

February 16, 2018

17R3.3

  • Capacity Planning
  • Transferring Territory Assignments from the Map View
  • Align Scheduler

December 8, 2017

17R3.1

  • Mass Transfer and Edit Assignments
  • Manual Edits to Targeting Records
  • Data Load Targeting Rules

October 13, 2017
17R2.5
  • Target Planning
  • Channel Templates
  • Targeting Rules Engine
 August 25, 2017
17R2.2
  • Import Products from CRM
  • Align management of CRM's My Setup Products
  • Auto-end self assignments from CRM
  • Territory Maps: New map type and map colors
 May 12, 2017
17R1
  • Territory Feedback
  • Preview Gain/Loss
  • Show and Hide end-dated records
  • Modal (popup) style changes
 March 24, 2017
5.0
  • Field Force to Territory Product inheritance
  • Rules Engine: CRM Yes or No Control
  • Integration Country filtering
  • Process Monitor object
 January 20, 2017
4.5.2
  • Align Territory Mapping
  • Modeling: Preview As of Date
  • Align Integration User
 November 18, 2016
4.0.0
  • Territory Footprints
  • Send to CRM Assignment Preview Groupings
  • Affiliation Rules
  • Minimum Start Date and Maximum End Date
 August 19, 2016
3.5.2
  • Align Settings Object
  • Inactive Accounts
  • Account Assignment Exclusions
  • Product Metrics
 June 24, 2016