Sections

Assignment and Rules

This section provides solution articles for Veeva Align Assignment and Rules issues. Align's Account Rules Engine creates and updates an Account Territory assignment record based on a Territory's assigned rules and rules inherited from its Field Force. The query required to facilitate this is generated dynamically based on Account Rules and Account Rule Criteria.

CRM Integration

This section provides solution articles for Veeva Align & CRM Integration issues. Veeva Align is designed to integrate with the Veeva CRM application with minimal user input. To access the Align Integration Administration Console, select Align Integrations from the Integrations menu. The console has three sections: Sync History, Veeva Align, and Veeva CRM.

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Integration Field Mapping

This section provides solution articles for Veeva Align Integration Field Mapping issues. The Align/CRM Integration provides the ability to map custom fields that originate from CRM to fields in Align. Field mapping information is on the Align Integrations page, accessed from the Integrations menu.

Projects and Modeling

This section provides solution articles for Veeva Align Projects & Modeling issues. Projects are collections of Territory models, Field Force models, and all the rules, geographies, and Product and roster member assignments for those models. Models must belong to a project. Users can access, create, or clone projects on the Modeling tab. Users can interact with Territory models similarly to how they interact with production territories. Select the Modeling tab to create or access models.

Vault Platform Config

This section provides solution articles for Veeva Align and Vault Platform Configuration issues. The process for setting up and configuring the Veeva Align application is divided into two main areas: Vault platform setup and Align application setup. These can be set up independently of other activities,

Align Product Presentations

Align Webinars

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Assignment and Rules

CRM Integration

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General Information

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Integration Field Mapping

Projects and Modeling

Territory Management

Vault Platform Config