Is it possible to use Align and CRM in a mixed configuration?
Examples are as follows:
- Managing Territories in CRM and Align manually. This is instead of managing the Territories exclusively in Align.
- Assigning existing users to Territories in CRM manually. This is instead of assigning users to Territories exclusively in Align.
- Managing Multichannel Cycle Plan (MCCP) targets in CRM manually. This is instead of using the Targeting functionality in Align.
- Managing My Setup Product records in CRM manually. This is instead of managing territory product records exclusively in Align.
Note: There can be other scenarios of this mixed configuration. "Managing" involves creating, removing and editing records.
This configuration is not supported. It is obligatory to use Align exclusively for managing alignments if deployed.
Align Help Documentation: N/A
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