Audience:
Admin
Application:
| Application (Product) | Application Area | Release Number | Release Number |
|
Align |
CRM Integration | Current (24R3) |
Current (24R3) |
Question:
How to determine whether a certain Veeva CRM record is managed by Veeva Align?
Answer:
A record is managed by Veeva Align in the event its Master Align ID field is populated. Only records pushed from the side of Veeva Align will have this field populated.
The following CRM object records may have their Master Align ID fields populated with their Align counterparts:
- Territory
- MC Cycle
- MC Cycle Plan
- MC Cycle Plan Target
- MC Cycle Plan Channel
- MC Cycle Plan Product
- MC Cycle Product
- User
In case of My Setup Products, The Master Align Key field gets populated. Its value is contructed from the SFDC ID of the user and the master align id of the related territory product. The seperator is a double colon. The format of the name of the My Setup Products record is as follows: Align::[usersfdcid]::[productexternalid]
As the UserRole object does not have the Master Align ID Field, the following logic applies to them if Roster Management - Manage CRM Users with Role Hierarchy is enabled.
Created UserRole records have the following field values in this case.
- Name – The first 80 characters of the name__v field of the corresponding Territory in Align
-
DeveloperName – Designates the UserRole as being created by Align, as well as references the Master_Align_Id_vod field on the Territory or Territory2 record associated with the UserRole. Uses the following format:
ALN_[The Master_Align_Id_vod of the territory with all dashes (-) replaced with underscores (_)]
- ParentRoleId – ID of Parent UserRole record, if there is one
Regarding ObjectTerritory2Association (OT2A), UserTerritory2Assocation (UT2A) records, the Align Push creates AssociationCause = Territory2Manual OT2A assignments corresponding to Integration Status 2 records in Align. One potential way is to verify whether the CRM Connection User - Located in the Integrations - Align Integrations Tab - created or last modified the records in CRM.
Additional Resources:
Align Help Documentation: