Account Plan Dashboard displays a blank, gray screen.
The Account Plan Sharing feature now uses the org-level Account_Plan_Object_Hierarchy_vod Veeva Setting and shares records with team members based on the defined hierarchy.
An Account Plan Hierarchy might be defined with a model where an Account Plan consists of several Account Tactics with multiple Action Items linked to them. This is represented with the following value in the org-level Account_Plan_Object_Hierarchy_vod custom setting:
If Account Plan consists of several Account Tactics with multiple Call Objectives:
The root cause can be that Account Plan Object Hierarchy is using Call Objective which requires the user to have access to it.
There are two possible solutions:
- Provide Read access to Call Objective
- Change the Account Plan Hierarchy to not include Call Objective.
CRM Help Documentation: Account Plan Dashboard