Overview:

Account Plan Dashboard displays a blank, gray screen.

Root Cause:

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.

Example:

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:

• Account_Tactic_vod__c.Account_Plan_vod__r,Action_Item_vod__c.Account_Tactic_vod__r

If Account Plan consists of several Account Tactics with multiple Call Objectives:

• Plan_Tactic_vod__c.Account_Plan_vod__r,Account_Tactic_vod__c.Plan_Tactic_vod__r,Call_Objective_vod__c.Account_Tactic_vod__c

The root cause can be that Account Plan Object Hierarchy is using Call Objective which requires the user to have access to it.

Solution: