Question:

Why are custom fields not visible in the Drop-Down List of Product Metric Criteria section in Align Rule even user enabled Import Product Metrics option in customer Align Org?

Answer:

There are only preloaded system fields in a drop-down list if there are no field mappings between CRM and Align.

The user needs to create a field mapping for Product Metric Fields in CRM integration mapping.

Follow the steps to add field mapping:

1. Log into Align as an Admin user.
2. Navigate to: Integrations --> Align Integrations.
3. Scroll down to CRM Integration section and select View Field Map from the actions.
4. Expand the Product Metric Fields section in the CRM integration mapping page and click the Describe & Edit button.

After the mapping is added, the user is able to see the custom field.

Related Documentation:

N/A  

Thank you