Managing Vault CRM User Preferences in Align

In Vault CRM, preferences__v records are associated with user__v records and employ Veeva-provided and customer-created business logic to impact how users interact with Vault CRM. For example, the event_country_config__v field enables admins to define a user’s default country when creating an event, simplifying the event creation process.

Align admins can configure the integration with Vault CRM to manage the User Preferences of roster members. User Preference information is stored directly in roster_member__aln records. Admins can edit their field mapping integration with Vault CRM to specify which roster_member__aln fields correspond to User fields in Vault CRM, and which correspond to preferences__v fields, enabling admins to manage User Preferences directly from Align-mastered roster_member__aln records without navigating to Vault CRM to complete user management.

Configuration

To enable this feature:

  1. Grant the Align integration user the following permissions:

    Object

    Object Permissions

    Fields

    Field Permissions

    roster_member__aln

    CRE
    • crm_events_user__aln
    • crm_event_country_selection__aln
    • crm_event_country_config__aln
    • preferences_timezone__aln

    Edit

    field_mapping__aln

    CRE
    • mapped_crm_object_for_field__aln

    Edit

  2. Add the following fields to the roster_member__aln page layout:

    • crm_events_user__aln
    • crm_event_country_selection__aln
    • crm_event_country_config__aln
    • preferences_timezone__aln
  3. Navigate to the Integrations tab.

  4. Select the Gear icon next to the Vault CRM instance in the Vault CRM section.

  5. Select Edit.
  6. Add the preferences__aln value to the Manage CRM Features multiselect picklist.
  7. Select Save.

Mapping Preference Fields in Vault CRM to Fields in Align

After enabling this feature, admins can define which roster_member__aln fields in Align to map to preferences__v fields in Vault CRM, including custom preferences__v fields:

  1. Create custom roster_member__aln fields for each custom preferences__v field you want to map.

    Ensure the integration user has Edit permission to these custom fields.

  2. Add the appropriate custom roster_member__aln fields to the roster_member__aln page layout.
  3. Navigate to the Integrations tab.
  4. Select the Gear icon next to the Vault CRM instance in the Vault CRM section.
  5. Select View Field Map.
  6. Select the Align Objects tab.
  7. Expand the Roster Member Fields section.
  8. Select Describe & Edit.

  9. Edit and activate the appropriate custom field mappings:

    Align Field

    Vault CRM Object

    Vault CRM Field

    crm_events_user__aln

    preferences__v

    event_management_user__v

    crm_event_country_config__aln

    preferences__v

    event_country_config__v

    preferences_timezone__aln

    preferences__v

    time_zone__v

    Custom roster_member__aln fields

    preferences__v

    Custom preferences__v fields
  10. Select Save.

Managing preferences__v Records in Align

When an Align-mastered roster member is created in Align and pushed to Vault CRM, a preferences__v record is also created and associated with the new user__sys record in Vault CRM.

If the roster member already has a preferences__v record associated with the user__sys record in Vault CRM, the preferences__v record is updated based on the roster_member__aln fields in Align mapped to preferences__v fields in Vault CRM. If multiple preferences__v records exists for the same user, all preferences__v records are updated based on the roster_member__aln fields in Align.

Admins can review preferences__v record updates in the roster_member__aln successes and failures CSV file generated as part of the Push to CRM process.