Account Hierarchy Overlay
When the ACCOUNT_HIERARCHY_PAGE Veeva Setting is enabled, the following features display on the existing Account Hierarchy:
- A drop-down menu with a list of all Account Plans the Account is assigned to:
- Selection of a value in this list draws the appropriate tactics and stakeholders that relate to that Account Plan
- This value defaults to the plan it was originated from, or if from Account Details, the value defaults to ‘—none—‘
- Selection of ‘—none—‘ disables the overlay
- A Key Stakeholder icon displays if the Account is a key stakeholder on the Account Plan
Configuring the Account Plan Hierarchy Overlay
To enable the Account Plan Hierarchy Overlay, set the ACCOUNT_HIERARCHY_PAGE Veeva Setting to a value of 1 for the Account Plans Overlay.
Using the Account Plan Hierarchy Overlay
On the Account Plans page, add the new custom button View_Hierarchy_vod to the page layout. Users can view records lower in the hierarchy to access and view Account Plan details for Account Plan Stakeholders. This button, when selected, opens the Online Account Hierarchy from the Account Plans page for the Account assigned to the Account Plan.
Adding Key Stakeholders on the Account Hierarchy Overlay
Users can select key stakeholders for an account plan. These stakeholders include HCPs, hospital employees, nurses, and anyone who influences the relationship with the account on the Account Plan.
Configuring Key Stakeholders on the Account Hierarchy Overlay
Grant the following permissions to all users:
Object OLS Record Types Fields FLS Key_Stakeholder_vod CRUD n/a
- Add the Key Stakeholder related list to the Account Plan page layout.
- Grant users permission to the Key_Stakeholder_Affiliation_vod and Key_Stakeholder_Hierarchy_vod Visualforce pages.
- Place the following buttons on the Key Stakeholder related list on appropriate Account_Plan_vod page layouts.
- Add_From_Affiliations_vod – allows users to add a Key Stakeholder from the Add From Affiliations screen
- Add_From_Hierarchy_vod – allows users to add a Key Stakeholder from the Add From Hierarchy screen
- Verify that the Key_Stakeholder_vod and Account_Team_Member_vod VMOCs for iPad and Windows Tablet are enabled and set to Full Sync.