Question:
What is the Impact of Renaming a Territory in Veeva Align and Pushing the Change out to Veeva CRM?
Answer:
If the name of Territory changes in Veeva Align, this change will be pushed into Veeva CRM. Any records or functionalities that use the Territory_vod__c lookup are impacted, since their Territory_vod__c values are not updated or cascaded when a Territory is renamed in CRM.
Complete list of objects' API names, which has a Territory_vod field:
- Account
- Account_Territory_Loader_vod
- Approved_Document_vod
- Brick_to_Terr_vod
- Call2_vod
- Campaign_Target_vod
- ChildAccount_TSF_vod
- Cycle_Plan_vod
- Data_Change_Request_vod
- EM_Budget_vod
- MC_Cycle_Plan_vod
- Multichannel_Activity_vod
- Rep_Roster_vod
- Sample_Order_Transaction_Audit_vod
- Sample_Order_Transaction_vod
- Sent_Email_vod
- Survey_Target_vod
- Survey_vod
- Territory_Budget_vod
- Time_Off_Territory_vod
- TSF_vod
- Zip_to_Terr_vod
If Multichannel Cycle Plans (MCCP) is configured, modifying Territory names in CRM has an impact on the MCCP calculation because the Territory_vod__c values of the calculated records will not match the Territory_vod__c values of the MCCPs. The Align Push to CRM adjusts the Territory_vod__c values of the MCCPs, but this does not result in an automatic update to the calculated records.
Additional Resources:
Align Help Documentation: