Account Plan Sharing

  • iPad
  • Online
  • Windows

Administrators can now configure automatic sharing of Account Plans and related data to Account Team Members. This ensures the appropriate users have the correct visibility to their Account Plans.

For example, a KAM creates a new Account Plan and adds Sarah Jones as an Account Team Member with the role of Team Member. When Sarah accesses her Account Plan Dashboard, the new account plan displays. She now has access the plan and all the related data so she can make decisions about the account.

Configuring Account Plan Sharing

To enable this feature: 

  1. Grant users Read and Create permission to the following objects: 
  • Account_Team_Member_vod
  • Account_Plan_vod
  1. Grant users FLS read permission to the following fields on the Account_Team_Member_vod object.
  • Role_vod
  • Access_vod
  1. Set the Account Plan Sharing Veeva Setting to 1.

    Account Plan Sharing does not support profile-specific Veeva Settings. The value of the org-level setting applies to all users regardless of any profile-specific settings.

  1. Add the Access_vod field on the Account_Team_Member_vod object to the appropriate page layout.
  2. Grant users FLS read permission to the Share_With_vod field on the Plan_Tactic_vod object. This step is optional.
  3. Set the Organization-Wide Sharing Setting to Private on the following objects: 
  4. Account_Plan_vod
  5. Plan_Tactic_vod (optional)
  6. Account_Tactic_vod (optional)
  7. Call_Objective_vod  or Action_Item_vod (optional)
  8. Deselect the Grant Access Using Hierarchies Sharing Setting on the following objects: 
  • Account_Plan_vod
  • Plan_Tactic_vod (optional) 
  • Account_Tactic_vod (optional) 
  • Call_Objective_vod or Action_Item_vod (optional) 

    Share Table entry types User, Role, and Territory are supported. Sharing by Public Group, Role, Subordinates, and Territory and Subordinates is not supported offline. This feature uses record-based sharing.

    An object hierarchy exists in the following order: Account Plan, Plan Tactic, Account Tactic, and Call Objective.

  1. Activate Enhanced Sync on the VMOCs of the following objects:
  2. Account_Plan_vod
  3. Plan_Tactic_vod (optional)
  4. Account_Tactic_vod (optional)
  5. Call_Objective_vod or Action_Item_vod (optional)

Ensure any Master-Detail relationships on Account_Plan_vod, Plan_Tactic_vod, Account_Tactic_vod and Call_Objective_vod objects are set to lookup relationships.

  1. Create an Apex Sharing Reason with the Reason Label and Reason Name set to Veeva_Account_Plan_Sharing_vod on the following objects:
  2. Account_Plan_vod
  3. Plan_Tactic_vod (optional)
  4. Account_Tactic_vod (optional)
  5. Call_Objective_Vod or Action_Item_vod (optional)

This indicates a record is being shared by the Account Plan Sharing feature.

  1. Create a VMOC record according to the following table: 
Type Object Name Device
Top Level Share: Account Plan(Account_Plan_vod__Share)

iPad_vod or WinModern

Top Level Share: Plan Tactic(Plan_Tactic_vod__Share) iPad_vod or WinModern
Top Level Share: Account Tactic(Account_Tactic_vod__Share)

iPad_vod or WinModern

Top Level Share: Call Objective(Call_Objective_vod__Share) or Action Item(Action_Item_vod__Share) iPad_vod or WinModern

Using Account Plan Sharing

Key Account Managers can now add users to an Account Plan as an Account Team Member and control their access via the Access_vod and Role_vod field on the Account Team Member Object.

Team Members automatically have read or write access to the Account Plan and all visible Account Plan data according to configured permissions, sharing rules, and object hierarchy.