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?
The MC Cycle Plan target removal process with Align is currently not supported. Technically it is possible but strongly disrecommended to remove MCCP-related data as a regular and daily task. This includes an attempt of using 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.
Note: Account Exclusion (Type=Target) is designed to prevent those accounts from becoming targets that are not pushed to CRM.
- 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?