Contents

Introduction
Components
Data Model
Align Objects
Configuration
Configuring Align
Custom Align Objects
Custom Rollups
Vault Platform Setup
Field Mapping
Language Support
Managing Environments
Minimum Vault Permissions
Align Standard Fields
CRM Standard Metrics in Align
Features
Account Rules Engine
Account Rule Processing
Account Merges in CRM
Align-CRM Integration
Align Data Loader
Align Integration User
Align Scheduler
Align Settings
Audit Trail
Countries
Customizing Text in Align
Entities and Assignments
Territory
Field Force
Ranked Field Forces
Account
Roster Member
Roster Member Assignment
Account Assignment
Controlling Intermediary Assignments
Removing Accounts from Territories in CRM and Align
Account Assignment Rule and Rule Criteria
Geography
Geography Assignment
Product Assignment
Product Metrics
Footprints
Affiliation Rules
Custom Fields
Importing CRM Products
Mass Transfer and Edit
My Setup Products
Navigation
Product
Territory Information Bar
Territory Mapping
Generating Geo Shapes
Reporting
User Management
Assigning Permission Sets to Individual Roster Members
Managing Public Groups from CRM
End-Dating Users in Align
Mastering Currency in Multi-Currency Orgs
Functional Profiles
Creating and Updating Roles in CRM
Designating a Primary Territory
Resetting CRM User Passwords in Align
Integrating Align and Workday
Territory Modeling
Territory Modeling Overview
Projects
Importing Territory Models from CRM
Importing Field Forces
Creating Territory or Field Force Models
Territory Models
Field Force Models
Lifecycle States
Publishing Models
Planned Publish Date Preview
Territory Metrics in the Assignment Preview
Supported Map Shapes
Targeting Planning
Capacity Planning
Targeting Metadata
Cloning an MC Cycle
Child Accounts in MCCPs
Defining Default Goals
Rule-Based Targeting Assignments
Product Metric Combinations
Exclusive Assignments
Explicit Target Assignments
Target Modeling and Publishing
Integration to CRM
Targeting Feedback
Basic Territory Feedback Configuration
Configuring the Approval Process
Territory Feedback Standard Process
Caching in Territory Feedback
Global Account Search in Territory Feedback
Child Account Support for Feedback
Context-Sensitive Challenge Reasons
Requiring Challenge Reasons
Territory Feedback Language Support
Vault Platform
Vault Platform Setup
Integrations and Data Loading
Lifecycles and Workflow
22R3.0
22R2.2
Past Releases
22R2.0
22R1.2
22R1.0
21R3.2
21R3.0
21R2.2
21R2.0
21R1.2
21R1.0
20R3.2
20R3.3
20R3.1
20R2.3
20R2.1
20R1.3
20R1.1
19R3.3
19R3.1
19R2.3
19R2.1
19R1.3
19R1.1
18R3.3
18R3.1
18R2.3
18R2.1
18R1.3
18R1.1
17R3.3
17R3.1
17R2.5
17R2
17R1
5.0.0
4.5.2
4.0.0
3.5.2
3.0.0
2.5.3
2.5.2
22R3
22R2
22R1.2
22R1.0
21R3.0
21R2.2
21R2.0
21R1.2
21R1.0
20R3.3
20R3.2
203.1.5
203.1.4
203.1.3
203.1.2
202.3.4
202.3.3
202.3.2
202.1.5
202.1.4
202.1.3
202.1.2
Vault 20R1.2
201.3.4
201.1.6
201.1.5
201.1.4
201.1.3-1
201.1.3
Release Notes
22R3.0
22R2.2
Past Releases
About Align Releases
22R3
22R2
22R1.2
22R1.0
21R3.0
21R2.2
21R2.0
21R1.2
21R1.0
20R3.3
20R3.2
203.1.5
203.1.4
203.1.3
203.1.2
202.3.4
202.3.3
202.3.2
202.1.5
202.1.4
202.1.3
202.1.2
Vault 20R1.2
201.3.4
201.1.6
201.1.5
201.1.4
201.1.3-1
201.1.3
Align Glossary