Functional Profiles

Functional Profiles group together Vault CRM Security Profiles and Vault CRM Application Roles associated with job functions in Vault CRM.

Admins can use functional profiles to automate the assignment of permissions to users in CRM, enabling quick configuration of CRM features for these users.

Functional profiles contain the following components:

  • CRM Security Profile – Only one CRM Security Profile can be assigned to a functional profile

  • CRM Application Roles – A functional profile can have zero or many CRM application roles assigned to it

    Admins can also directly assign CRM Application Roles to individual roster members.

  • CRM Groups – Admins can additionally configure Align to assign CRM groups to functional profiles

For example, the administrator needs to manage CRM permissions for a field force containing 500 sales representatives. First, the admin creates a functional profile and associates a CRM Security Profile and five application roles to that profile. Then the admin assigns the functional profile to the field force. After pushing the data to CRM, all fifty CRM users in the field force are assigned the Security Profile and the five application roles.

Creating a Functional Profile

To create a functional profile:

  1. Navigate to the Functional Profiles page in the Align Admin tab.
  2. Select Create.

  3. Populate the Security Profile field with the appropriate Vault CRM Security Profile.

  4. Select Save.

  5. Add all appropriate application roles using the Application Roles related list.

    An error displays when pushing to CRM if a Security Profile or application role imported from Vault CRM was deleted in Vault CRM, but is still assigned to an Align-mastered roster member.

Assigning Functional Profiles

Functional profiles are assigned to a hierarchy level of a field force. Any roster member assigned to that hierarchy level inherits the CRM Security Profile and application roles defined by the functional profile. This enables admins to quickly assign Security Profiles and application roles to large numbers of users at once.

To assign a field force to a functional profile:

  1. Navigate to the appropriate functional profile.
  2. Navigate to the Field Force related list.
  3. Select Create.
  4. Select the appropriate field force.
  5. Select the appropriate hierarchy level.
  6. Select Save.

Functional profiles can also be assigned using the Functional Profiles related list on the Field Force detail page.

Assigning Functional Profiles to Territories

Territories assigned to a field force automatically inherit the functional profile of the field force. This inherited value displays in the functional_profile__inherited__aln field on the territory. This field cannot be edited. However, administrators can manually override this and directly assign a functional profile to a territory:

  1. Navigate to the appropriate territory__aln record.
  2. Populate the functional_profile__aln lookup field with the appropriate functional profile.
  3. Select Save.

The functional_profile__aln field always overrides the functional_profile_inherited__aln field. To revert back to the inherited functional profile, clear the functional_profile__aln field.

Roster Members with Multiple Inherited Functional Profiles

A roster member can inherit multiple functional profiles from assigned territories. Roster members with multiple inherited functional profiles receive all application roles defined by all inherited functional profiles. A conflict occurs when a roster member inherits multiple functional profiles where both of the following conditions are met:

  • The functional profiles have different values for the following configuration settings:
  • Security Profiles
  • Application Profiles
  • Layout Profiles
  • Security Policies
  • No overrides for the roster member exist for any of the above configuration settings

If this happens, an error occurs when a push to CRM is executed. Align admins can prevent this error via the following methods: