In an event, 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?
Do not remove the MC Cycle Plan Target with Align. It is not recommended to remove MCCP-related data as a regular and daily task. 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 does not push it out, as long as it is not modified in Align.
- Align Help Documentation: Target Planning
- Can the Name of the Veeva Align Maintained MCCP Record be Changed in Veeva CRM?
- How to Safely Remove MCCP Data in Veeva CRM from the Perspective of the Veeva Align - Veeva CRM Integration?