The Account Plan Dashboard is not displayed in CRM iPad even though all the configurations set up as per the Account Plan Dashboard documentation.
In V18R3, the Account Plan Dashboard zip file requires adding additional Permissions on the Action_Item_vod Object and create Action_Item_vod VMobile Object Configuration (VMOC) in order to display the Account Plan Dashboard.
- Grant end-users Create, Read, and Update permission to the Action_Item_vod object.
- Grant end users Field Level Security (FLS) edit permission to all fields on the Action_Item_vod object.
- Activate the VMOCs associated with the Action_Item_vod object.
CRM Help Documentation:
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