Question:
How to push a Published MC Cycle and its related data multiple times into Veeva CRM from Veeva Align?
Answer:
Once the Published MC Cycle and its related data have been pushed into CRM, it will not be picked up again by default. This is due to the Include in Push field of the MC Cycle record being set to No (False) after the Push process has been completed.
In order to Push the MC Cycle and its related data into Veeva CRM again, the Include in Push field on the MC Cycle and the child records must be set to Yes (True). This field can be edited in Business Admin or with Vault Loader only. In general, it is required to set the Include in Push fields on the related MC Cycle data: MC Cycle Plans, Targets, Channels, and so on in the event the entire MC Cycle and its data must be pushed out.
The MC Cycle is updated in Veeva CRM in the event the SFDC ID of the MC Cycle exists in CRM. The push attempts to update the related data as well.
The push can be initiated at the Veeva CRM Org level, Top territory Level, or the lowest common parent territory of the Territories of the MC Cycle Plans.
- The Include in Push field is also set to yes, in the event the MC Cycle or its related data get modified in Align.
- The MCCP data can be retrieved by Align Dataloader or Vault Loader by extracting the top records, then querying the child records using the Where clause. Data Manipulation is necessary in order to format the data into the Where clause.
Related Documentation:
Align Help Documentation:
Knowledge Base:
- Veeva CRM MCCP Data Model Diagram
- How to Manipulate Column Row Data into a VQL Where Clause Format During Veeva Align Data Work?