AccountTerritoryLoaders
Supports batch loading and updates of account-to-territory relationships, commonly used during data migration or realignment exercises.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
System-generated unique identifier for each Account Territory Loader record. |
| Global ID | String | True |
Globally unique identifier used to track the record across systems and environments. |
| Link | String | False |
System-generated URL or reference link pointing to the record within Veeva Vault. |
| Account Territory Loader Name | String | True |
The user-defined name or label assigned to the Account Territory Loader entry for identification and reference. |
| Status | String | False |
Current status of the record such as Active, Inactive, or Pending, reflecting its lifecycle state. |
| Created By | String | True |
Username or system account that created this record in the Vault platform. |
| Created Date | Datetime | True |
Timestamp indicating when the record was initially created. |
| Last Modified By | String | True |
Username or process that last updated or modified the record. |
| Last Modified Date | Datetime | True |
Timestamp of the most recent modification to the record. |
| External ID | String | False |
Custom identifier typically used for integration with external systems to link records uniquely. |
| Mobile ID | String | False |
Identifier used by mobile clients or applications to reference the record locally or offline. |
| NAW Alignment | String | False |
Indicates the alignment with National Account Workflow (NAW), defining the account's placement in the broader sales structure. |
| Territory To Add | String | False |
Specifies the target sales territory or territories to which the account should be newly assigned. Format: comma-separated values with 1 space after each comma. |
| Territory to Drop | String | False |
Lists any existing sales territories from which the account should be removed. Format: comma-separated values with 1 space after each comma. |
| Territory List | String | False |
Comprehensive list of territories associated with this account, including those being retained. Format: comma-separated values with 1 space after each comma. |
| Account | String | False |
Reference to the account being aligned or re-aligned to specific territories. |
| Owner | String | False |
Vault user or system process responsible for managing the account-territory loader record. |
| Legacy CRM Id | String | False |
Identifier from a legacy Customer Relationship Management system used for historical mapping or data migration. |