Question:
What type of products are to be assigned to Territories or Field Forces in Veeva Align?
Answer:
The Align Import from CRM job currently imports all Products of any type from Veeva CRM. The following product types should be assigned to Territories or Field Forces.
- Detail
- Detail Topic
- Detail Group
Field Force Product Inheritance supports these product types.
In general, no other type of products should be assigned to Territories or Field Forces, as that leads to unexpected behavior in Align or in CRM.
Note: There is one special, edge scenario where Business Reply Cards (BRC) types of products can be assigned explicitly to territories. However, this is a very special case and should not be attempted without thorough testing.
Related Documentation:
Align Help Documentation:
CRM Help Documentation: