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Why Are Accounts Not Being Displayed in the CRM My Accounts View?

  • Updated

Question:

Why are accounts not being displayed in the CRM My Accounts View?

Answer:

Permissions need to be set on either the Territory Specific Field (TSF) object or to fields on the Account object.

Be sure to check the following:

  • Verify that the user has access to the TSF object. This is a requirement for using My Accounts.
  • Grant Field Level Security (FLS) on all of the fields that are displayed in the My Account view
  • Verify that the user profile has Field Level Security (FLS) to all the fields defined in ACCOUNT_LIST_COLS Veeva Message.

If the user is missing FLS, the user sees the field as Object API Name instead of the Field Label. For example, Account Identifier appears as Account.Account_Identifier_vod__c on the view until the user receives at least Read access.

Related Documentation:

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