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