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My Setup - Filter by Country

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  • 正式なコメント
    Dan Kallman

    Hi Johnny, 

    Thank you for your feedback. 

    Veeva Align has options available to automate the management of MySetup. This works by assigning products to a territory - both manually and inherited from the "field force" the territory is a part of. Align then automatically manages MySetup in CRM based on which territories an employee is assigned to. Align also includes effective dating, so changes can be planned for and happen automatically on a set date, as well as audited for historical assignments. You can read more about how this capability works here: https://alignhelp.veeva.com/doc/Content/Align/Features/MySetupProducts.htm

    CRM does not have this same "field force" construct, nor the concept of effective dating on territories or items related to territories, so it is difficult to do the same type of management in CRM. For large-scale product assignment changes in CRM, many customers use the data loader to update product assignments on the desired date.

    I hope this helps,
    Dan

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