Overview:
When are Key Metric values updated at the Territory Information Bar of a Territory record in Veeva Align?
Answer:
Key Metric values of a territory record are updated every time when any of the following jobs have run or actions are taken:
- The territory itself - and/or any of its child territories - are updated
- An Import from CRM job is successfully run from the Align instance
- Account Assignment Preview successfully runs on the Territory
- Child records of the territory are updated
Note: The Vault job, responsible for this update process runs in the background. In the event, the Align instance contains large amounts of data, the job could take from several minutes to hours to finish. The time required depends on the amount of data the Align instance contains.
Related Documentation:
Align Help Documentation:
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