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What Happens to Veeva Align Accounts Which are Deleted in Veeva CRM?

  • Updated

Question:

What happens to Veeva Align accounts which are deleted in Veeva CRM?

Answer:

In the event, an Account record gets soft or hard deleted in CRM, the following happens to the record during an Import from CRM job, in Align:

  • The crm_is_deleted__aln field of the Account record is set to true. It is not deleted.
  • The status__v field value of the Account record is set to inactive__v. It is not deleted.
  • The crm_is_deleted__aln field of all associated Address, Product Metrics, and Parent HCO records is set to true. They are not deleted.
  • The status__v field value of the of all associated Address, Product Metrics, and Parent HCO records is set to inactive__v. They are not deleted.
  • All related Account Territory Assignments of the Account are end-dated. (Not Inactivated/Deleted).
Note: This scenario is not to be confused with the Account Status Inactive Values Align Setting and feature. See Align Settings for more information regarding the purpose of this Align Setting.

Related Documentation:

Align Help Documentation: 

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