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How to Verify Whether Veeva Align is Connected to a Veeva CRM Instance?

  • Updated

Question:

How to verify whether Veeva Align is connected to a Veeva CRM instance? 

Answer:

To verify the existence of a Veeva Align connection, perform the following steps:

  1. As a CRM System Administrator, navigate to Setup.
  2. In the Quick Menu, navigate to Develop --> Custom Settings.
  3. Click on Manage next to Territory Settings.
  4. In the event all of the following fields are populated, there is an existing Align connection.

    • Align Vault Integration Id
    • Align Integration User
    • Align Version
    • Align Vault Id
    • Align Server

The fields: ATL Mode, External Id do not imply an existing connection. The Align Territory Feedback Mode field indicates if Territory/Targeting Feedback and which Territory/Targeting Feedback Mode are in use together with an existing Align connection.

Related Documentation:

Align Help Documentation:

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