Account Hierarchy Overlay
When users select the View Hierarchy object action for an account plan, a view of the account hierarchy for the account displays. This allows users to see the relationships within the account, and access account plan details for account plan stakeholders.
Team members can use the Account Hierarchy Overlay to quickly prepare for calls and ensure their actions during those calls meet the goals of the plan.
Who can use this feature?
- Browser Users
- Users do not require an additional license
- KAM Users
Configuring the Account Plan Hierarchy Overlay for
KAM Users
To configure this feature:
- Ensure Configuring Accounts is complete.
- Grant users at least Read permission to the account_plan__v object.
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Set the account_hierarchy_page__v Veeva Setting to a value of 1 for the account plans overlay.
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Add the view_hierarchy__v object action to the appropriate account and account plan object types.
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Grant users execute permission on the view_hierarchy__v object action on account and account plan.
Using the Account Plan Hierarchy Overlay as
KAM Users
Select an account plan and select View Hierarchy. The Account Plan Hierarchy Overlay displays the relationships within the account and details for account plan stakeholders.
Use the dropdown to view the plan hierarchy for a different account. This menu defaults to the plan it was originated from, or —none— if it originated from account details. Users can select —none— to disable the overlay.
When an account in the hierarchy has associated account tactics for the selected plan, the account tactics display in the account card. A key stakeholder icon displays if the account is a key stakeholder on the account plan.
