In an event, a Multichannel Cycle Plan Target (MCCP Target) record is published in Align and pushed to CRM. Is it possible to remove this MCCP Target record with Align later on?
Once Align pushes an MCCP target to CRM, it cannot be removed with Align. The MCCP target removal process with Align is currently not supported. This includes an attempt of using Account Exclusion functionality to exclude already assigned and pushed out targets.
If an MCCP 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
- Knowledge Article: Can the Name of the Veeva Align Maintained MCCP Record be Changed in Veeva CRM?
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