To enable this feature:
- Enable the KAM_ENABLE Veeva Setting with a value of 1. The default value is zero.
- Grant the user profile at least Read access to the Account_Plan_vod object.
- Ensure the relationship between the Account_Plan_vod and Account_vod object is a lookup relationship.
- Create the following VMOCs for these objects:
- Account_Plan_vod – WHERE id in (select Account_Plan_vod__c from Account_Tactic_vod__c)
- Key_Stakeholder_vod - WHERE Account_Plan_vod__c in (Select Account_Plan_vod__c from Account_Tactic_vod__c)
Users can access Account Plans from the top level menu or the Home Page. From the Account Plan, users can view Account Plan details and view Call Objectives associated with the Account Plan. Users can view Account Plans that have at least one Call Objective associated to an Account they own.