To configure this feature:

1. Ensure Configuring Account Plans is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select Objects.
5. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   account_plan__v	CRE	All applicable object types	is_template__v	Edit
   account_tactic__v	CRE	All applicable object types	is_template__v template_account_tactic__v start_date__v end_date__v	Edit
   action_item__v	CRE	All applicable object types	is_template__v template_action_item__v	Edit
   call_objective__v	CRE	All applicable object types	is_template__v template_call_objective__v	Edit
   plan_tactic__v	CRE	None	is_template__v template_plan_tactic__v start_date__v end_date__v	Edit

6. Grant Execute permission for the save_as_template__v action on the account__v object.
7. Navigate to Admin > Configuration > Objects > account_plan__v.
8. Enable the save_as_template__v action on the appropriate account_plan__v object types.

Considerations

• Do not place the is_template__v field as an editable field on account_plan__v layouts
• The account_plan_object_hierarchy__v Veeva Setting should only contain standard objects. Custom objects are not supported.
• Source account plans should not contain more than 500 hierarchy records to avoid issues with the template creation process

To configure this feature:

1. Ensure Configuring Account Plans is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select Objects.
5. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   account_plan__v	R	All applicable object types	active__v is_template__v start_date__v end_date__v	Read
   account_tactic__v	CRE	All applicable object types	is_template__v template_account_tactic__v	Read
   action_item__v	CRE	All applicable object types	is_template__v template_action_item__v	Read
   call_objective__v	CRE	All applicable object types	is_template__v template_call_objective__v	Read
   plan_tactic__v	CRE	None	is_template__v template_plan_tactic__v	Read

6. Grant Execute permission to the add_from_templates__v action on the account_plan__v object.
7. Ensure users have Create permission for all hierarchy objects defined in the account_plan_object_hierarchy__v Veeva Setting.
8. Navigate to Admin > Configuration > Objects > account_plan__v > Object Types.
9. Enable the add_from_templates__v action on the appropriate account_plan__v object types. This action provisions the Add From Template button on the hierarchy tab.
10. Navigate to Admin > Configuration > Objects > account_plan__v.
11. Add the account_plan_hierarchy_section__v section to the account plan layout.
12. Configure Account Plan Sharing rules to share account plan templates with the appropriate user groups.

Business Admin Users can generate reusable templates from existing account plans to establish standard corporate strategies and tactics.

Account Plan Deep Copy and Account Plan Templates serve different purposes. Account Plan Deep Copy replicates a complete account plan hierarchy to create a brand-new, standalone plan assigned to a specific target account. Account Plan Templates enable home office administrators to publish unassigned, standardized master plans so KAMs can selectively import active strategies, tactics, or action items directly into an existing, ongoing plan.

To create an account plan template:

1. Navigate to Business Admin > Objects > Account Plans.
2. Select the appropriate account plan record.
3. Select Save As Template from the All Actions menu.

A background process creates a new inactive account plan template record alongside copies of all active hierarchy records. The source account plan remains unchanged. The user is redirected to the new template when the background job finishes.

The system blocks the request and displays an error message if the plan has more than 500 hierarchy records or if another template creation job is currently running for that plan.

To activate and manage an account plan template:

1. Select the template from the template record on the Account Plans tab.

2. Select Edit.
3. Edit the name, description, start date, and end date fields as needed.
4. Select the Active checkbox.
5. Select Save.

Business Admins can add new hierarchy records directly to the template. Child records automatically inherit the template designation from the parent account plan.

Users cannot change the template designation on account plan records.

Admins can data load account plan templates using Vault Loader. This requires enabling migration mode to bypass the trigger.

KAMs can add pre-defined strategies, tactics, objectives, and action items from account plan templates directly to existing, ongoing account plans. This allows KAMs to keep plans up to date without creating a new plan each cycle.

To add hierarchy items from a template:

1. Navigate to the target account plan.
2. Select the Hierarchy tab.
3. Select Add From Template.
4. Select the desired template from the Account Plan Template dropdown list. The dropdown displays active templates valid for today's date.

5. Select the individual checkboxes next to the hierarchy records to add to the account plan, or select the Select All button to select all checkboxes.

   Selecting a parent record automatically selects all child records beneath it. Selecting a child record automatically selects all parent records above it. Users can clear individual child records without deselecting the parent.

6. Select Add to Plan. The button displays the total count of selected items and places the items onto the hierarchy grid in pending status.
7. Select Save on the hierarchy tab to create the records.

The system copies standard and custom field values where users have Edit access. Attachment fields, rollup fields, formula fields, and child call objectives are excluded from the copy process.

Unique fields are cleared on newly created records. Newly created hierarchy records link back to the source template records through dedicated reference fields.

Account plan templates remain excluded from progress calculation rollups and do not display in the account_plan__v picklist on call reports.

The following record actions are not available for account plans marked as templates:

• apply_product_plan__v
• export_to_powerpoint__v
• microsoft_teams_channel__v
• record_call__v
• stakeholder_navigator__v
• business_portals__v
• view_hierarchy__v