Contents
| Introduction |
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| Components |
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| Data Model |
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| Align Objects |
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| Configuration |
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| Configuring Align |
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| Custom Align Objects |
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| Custom Rollups |
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| Vault Platform Setup |
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| Field Mapping |
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| Language Support |
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| Managing Environments |
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| Minimum Vault Permissions |
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| Align Standard Fields |
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| CRM Standard Metrics in Align |
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| Vault Platform |
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| Vault Platform Setup |
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| Integrations and Data Loading |
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| Lifecycles and Workflow |
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| Features |
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| Account Rules Engine |
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| Account Rule Processing |
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| Account Merges in CRM |
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| Align-CRM Integration |
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| Mapping Picklists in CRM to Picklists in Align |
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| Align Data Loader |
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| Integration Users in Align and CRM |
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| Align Scheduler |
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| Managing Align Production Settings |
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| Audit Trail |
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| Countries |
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| Customizing Text in Align |
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| Entities and Assignments |
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| Territory |
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| Field Force |
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| Ranked Field Forces |
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| Account |
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| Roster Member |
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| Roster Member Assignment |
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| Account Assignment |
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| Controlling Intermediary Assignments |
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| Excluding Account Territory Sources from Hierarchy Rules |
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| Removing Accounts from Territories in CRM and Align |
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| Account Assignment Rule and Rule Criteria |
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| Geography |
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| Geography Assignment |
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| Product Assignment |
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| Product Metrics |
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| Footprints |
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| Affiliation Rules |
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| Custom Fields |
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| Importing CRM Products |
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| Mass Transfer and Edit |
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| My Setup Products |
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| Using Align |
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| Product |
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| Territory Information Bar |
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| Territory Mapping |
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| Generating Geo Shapes |
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| Reporting |
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| User Management |
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| Assigning Permission Sets to Individual Roster Members |
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| Managing Public Groups from CRM |
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| End-Dating Users in Align |
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| Mastering Currency in Multi-Currency Orgs |
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| Functional Profiles |
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| Creating and Updating Roles in CRM |
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| Designating a Primary Territory |
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| Resetting CRM User Passwords in Align |
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| Integrating Align and Workday |
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| Territory Modeling |
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| Territory Modeling Overview |
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| Projects |
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| Importing Territory Models from CRM |
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| Importing Field Forces |
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| Creating Territory or Field Force Models |
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| Territory Models |
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| Field Force Models |
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| Lifecycle States |
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| Publishing Models |
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| Planned Publish Date Preview |
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| Territory Metrics in the Assignment Preview |
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| Supported Map Shapes |
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| Targeting Planning |
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| Capacity Planning |
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| Targeting Metadata |
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| Cloning an MC Cycle |
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| Child Accounts in MCCPs |
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| Defining Default Goals |
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| Rule-Based Targeting Assignments |
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| Product Metric Combinations |
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| Exclusive Assignments |
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| Using Location Based Targeting |
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| Explicit Target Assignments |
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| Target Modeling and Publishing |
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| Integration to CRM |
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| Territory Feedback |
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| Territory Feedback Standard Process |
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| Territory Feedback Language Support |
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| Configuration |
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| Basic Territory Feedback Configuration |
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| Configuring the Approval Process |
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| Caching in Territory Feedback |
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| Context-Sensitive Challenge Reasons |
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| Requiring Challenge Reasons |
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| Searching Outside of a Territory in Territory Feedback |
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| Child Account Support for Feedback |
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| Classic Territory Feedback Using Align |
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| Enhanced Territory Feedback Using Align |
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| Territory Feedback Metrics |
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| Using Account Profiles to View and Challenge Changes |
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| Bulk Challenges in Territory Feedback |
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| Team Selling in Territory Feedback |
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| Displaying Territory Feedback Metrics via MyInsights |
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| Manager Territory Feedback |
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| Creating Challenges in Manager Feedback |
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| Searching Outside of Territories as a Manager |
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| Release Notes |
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| 23R1.0 |
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| 22R3.2 |
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| Past Releases |
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| About Align Releases |
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| Video Tutorials |
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| Align Glossary |
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