Managing Affiliations in Stakeholder Navigator

  • Browser (Lightning)
  • iPad

To easily manage affiliations between accounts in their territories, users can create, modify, and delete account affiliations from Stakeholder Navigator.

For example, Sarah Jones is a Key Account Manager. While reviewing account relationships within Stakeholder Navigator, she notices that a relationship is missing between one of her key stakeholders, Dr. Clinton Ackerman, and his colleague Dr. Bob Adams. She selects the menu in the panel for Dr. Ackerman, and selects Add Affiliation. She then selects the panel for Dr. Bob Adams, displaying the Add Affiliation modal. Sarah enters information about the affiliation and selects Save to create the new affiliation.

Configuring Affiliation Management in Stakeholder Navigator

To enable this feature:

  1. Ensure Stakeholder Navigator is configured.
  2. Grant end users CRUD access to the Affiliation_vod object (for creating, editing, and deleting affiliations), and Edit access to the Destroy_vod field on the Affiliation_vod object (for deleting affiliations).

To display custom fields in the Affiliations tab in Stakeholder Navigator:

  1. Set the ENABLE_CUSTOM_RELATIONSHIP_FIELDS Veeva Setting to 1.
  2. Add the custom fields you want to display to the page layout associated with the default record type for the Affiliation_vod object.
    • To display in Stakeholder Navigator, custom picklists and multi-select picklists must be prefaced by the zvod_ prefix. For example, zvod_CustomFieldName__c
    • Controlling/dependent fields with affiliations are not supported

Using Affiliation Management in Stakeholder Navigator

Select an account in Stakeholder Navigator to manage existing affiliations for that account, or select Add Affiliation from the account menu to create a new affiliation.

Adding Affiliations

To add an affiliation between two accounts:

  1. Select the menu button on one of the accounts you wish to affiliate, and select Add Affiliation. A message displays at the top of the screen to Select an account to add.
  2. Select the account you want to affiliate with the first account. Only in-territory accounts are available for selection.
  3. Enter the information for the affiliation in the Add Affiliation modal, or select Change to choose a different account.
  4. Select Save to create the affiliation.

Deleting Affiliations

To delete an existing affiliation:

  1. Select an account with an affiliation and select the Affiliations tab on the detail modal.
  2. Select an affiliation from the list.
  3. Select the Delete button and select OK to confirm the deletion of the affiliation.

Users on the iPad platform are not able to edit or delete an affiliation if either of the accounts in the affiliation is an out-of-territory account.

Modifying Affiliations

To modify an existing affiliation:

  1. Select an account with an affiliation and select the Affiliations tab on the detail modal.
  2. Select an affiliation from the list.
  3. Select the Edit button. The Edit Affiliation modal displays.
  4. Modify the fields in the Edit Affiliation modal. Changes to the Influence and Relationship Strength fields are reflected in the affiliation line at the top of the modal.
  5. Select Save.

Users on the iPad platform are not able to edit or delete an affiliation if either of the accounts in the affiliation is an out-of-territory account.