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How to automatically End Date or De Align Source Type Accounts

Hello, 

I was informed by the support that there is an Align Settings where we can set an automation where we can end date a CRM Source Type Account with a specific time period. Can you please guide us on this. We would like to make sure that Only Accounts that matches our Account Rules will be assigned to the users this is the reason all CRM sourced(manually added by users must be de aligned. ) at a certain period of time?

6 comments

  • Avatar
    Jeff R Official comment

    Hello,

    The Align Setting you are referring to is Days CRM Sourced Assignments Expire. Please read the section on Automatically End Dating Self Alignments in our Help for additional information:

    https://alignhelp.veeva.com/doc/Content/Align/Features/AccountAssignment.htm

    Thanks,
    Jeff

  • Avatar
    VECTOR Team

    Thank you this is what we are looking for. Is there a way this can be forced only to specified field force or Territory? Or is this an Organization Wide setting?

  • Avatar
    Elie Challita

    Hello

    This is an organization wide setting, and cannot be customized by field force or territory. Could you tell us more about the purpose of customizing the assignment duration by field force?

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    VECTOR Team

    We have a specific team where we would like to restrict accounts visible to them but to not stop them from creating new account records. We can have them aligned to their manually aligned accounts on a certain period of time during events or conference but once that is over, their designated aligned Accounts from Align are the only Accounts they should be worrying about. 

  • Avatar
    Elie Challita

    Thank you for your input. The product team will take this scenario into consideration.

    Do other teams in your organization have the same restriction, or are they exempt from end-dating their self assignments?

  • Avatar
    VECTOR Team

    We just need it restricted for 4 profiles or Field Force.As for the rest, we can keep their option on assigning accounts themselves. They have different focused Accounts. I appreciate your answers. You helped me a lot. 

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