Audience:
Admin
Application:
| Application (Product) | Application Area | Release Number |
|
Veeva Align |
MC Cycle Plans |
Current (25R1) |
Question:
If a Multichannel Cycle Plan Target (MC Cycle Plan Target) record is published in Align and pushed to CRM. Is it possible to remove this MC Cycle Plan Target record with Align later on?
Answer:
Do not remove the MC Cycle Plan Target with Align.. This includes using the Account Exclusion functionality to exclude already assigned and pushed-out targets.
If an MC Cycle Plan target is removed from CRM manually, Align will not push it out, as long as it is not modified in Align again.
Note: Account Exclusion (Type=Target) is intended to prevent those accounts from becoming targets that are not pushed to CRM.
Additional Resources:
- Align Help Documentation: Target Planning