Business Admin Users are responsible for creating and managing the PowerPoint templates used for exports.

To configure this feature:

1. Ensure the following are complete:
   • Configuring Accounts
   • Configuring Account Plans
2. Configure one of the following options for sharing PowerPoint export templates.

   Option 1: To make templates publicly available:

   • Navigate to Admin > Configuration > Document Types
   • Edit Details on the Account Plan Export Template document type
   • Select the Security tab

   • Ensure the All Internal Users group, or any specific groups to which templates should be shared, are added in the Viewers and Create Document Permission sections of the Account Plan Export Template document type. These groups are granted Create permission by default.

     

   • Select Save
   • Edit Details on the Account Plan document type
   • Select the Security tab

   • Ensure the All Internal Users group, or any specific groups to which templates should be shared, are added in the Create Document Permission and Editors sections of the Account Plan document type

     

     The All Internal Users group may be added as Creators by default due to the inherited permissions from the Base document type. Admins can remove the group from the Base document type to remove them as Creators.

   Option 2: To share templates with specific groups of users, for customers who want to control visibility to templates based on template attributes such as county or product, Dynamic Access Control can be enabled on the Account Plan Export Template documents.

   • Add relevant fields (for example, Country) to the Account Plan Export Template document type

     

   • Add the same fields to the User Role Setup object

   • Assign users to the Account Plan Template Administrator role. This role provides access to the documents to allow users to create, edit, approve, and expire Account Plan Export Templates in Vault CRM.

     

   • Assign users to the Account Plan Document Creator role. This role provides access to allow users to create new documents of the Account Plan document type.

3. Navigate to Admin > Users & Groups > Permission Sets.

4. Select the appropriate permission set.

5. Select Tabs.

6. Grant users access to the Library tab.

To configure this feature:

1. Ensure the following are complete:
   • Configuring Accounts
   • Account Plans

2. Navigate to Admin > Users & Groups > Permission Sets.

3. Select the appropriate permission set.

4. Select Objects tab.

5. Grant users Execute permission to the Export to PowerPoint (export_to_powerpoint__v) action on the Account Plan (account_plan__v) object.

6. Navigate to Admin > Configuration > Objects.

7. Add the Export to PowerPoint action to the appropriate Account Plan object type.

8. Add the Related Documents section to the appropriate Account Plan object page layouts.

   Ensure this related document section is using the account_plan__v document field.

Managing Plan Export Templates

Business Admin Users can upload and manage PowerPoint templates that End Users can select when exporting an Account Plan.

Business Admins can download a sample PowerPoint file provided by Veeva Systems.

Using Tokens for Account Plan Export Templates

Business Admins can include the tokens in an Account Plan Export template to pull in data from the plan. The tokens are replaced when an end user exports the Account Plan to PPT. All formatting applied to the token in the template (font, size, color) is retained for the data value in the output file.

The table below shows how to use tokens to pull each type of data from the plan.

Data Type	Token	Example	Details
Account Plan Fields	${fieldAPIName}	${name__v}	Includes data from a field on the account plan
Parent Object Fields	${RelationshipName.fieldAPIName}	${account__vr.primary_parent__vr.formatted_name__v}	Includes data from objects related to the Account Plan (up to five levels deep)
Child Object Tables	object token field tokens	${action_item__v} ${name__v}	Place the object token in the top-left cell of the table (first row, first column). In the second row, use field tokens for each column you want to populate. You can filter and sort the data in child object tables by adding WHERE and ORDER BY clauses to the object token. For example: ${action_item__v WHERE action_item_status__v = ‘pending__v’ ORDER BY due_date__v ASC}
Hierarchy Data Table	${hierarchy} ${objectAPIName.fieldAPIName}	${hierarchy} ${plan_tactic__v.name__v}	To populate a table with data from across the Account Plan object hierarchy (for example, Plan Tactics, Account Tactics, and Action Items), place the ${hierarchy} token in the top-left cell of the table. In the second row, use tokens in the format ${objectAPIName.fieldAPIName} to specify the columns.

The table below lists the supported field types, and provides an example of how the output is formatted in the exported PowerPoint file.

Field Type	Format in Output	Vault Database Example	PowerPoint example
Email	Email link	first.last@mycompany.com	first.last@mycompany.com
Link	Hyperlink	www.mycompany.com	www.mycompany.com
Long Text	Text	Some text	Some text
Phone	Phone number in the current user's locale	8005551212	(800) 555-1212
Text	Text	Some text	Some text
Currency	Currency based on user's locale	10,000	USD 10,000.00
Number	Number; respects format mask for percent	1	1
Percent	Percent	0.01	1%
Date	Date in current user's locale	2024-12-17	12/17/2024
DateTime	Date and time in current user's locale	2024-11-20T18:30:00.000Z	11/20/2024 6:30 PM
Time	Time in current user's locale	T18:30:00.000Z	6:30 PM
Object Reference	Text with the name of the related record	V63000000002002	Record Name
Picklist	Translated label. Multi-select picklist values will display as a comma-delimited list of the translated values.	green__v	Green
Yes/No	Yes/No	true	Yes
Rich Text	Returns data in plain text, retaining line breaks only	<ul><li><span style="font-size: 72px; font-family: verdana;">Test</span></li><li><span style="font-size: 72px; font-family: garamond;">Test</span></li><li><span style="font-family: serif;">Times new</span><strong style="font-family: serif; color: rgb(0, 0, 0);"> roman</strong></li></ul>	Test Test Times new roman
Lookup	Returns the value based on the field type		Returns the value based on the field type
Roll-Up	Returns the value based on the field type		Returns the value based on the field type
Formula	Returns the value based on the field type		Returns the value based on the field type
Attachment	N/A - not supported	N/A - not supported	N/A - not supported

Uploading an Account Plan Export Template

To make a template available for selection:

1. Select the global Create button.

   

2. Select Document > Upload.

   

3. Upload a .pptx file containing the desired layout and tokens.
4. Select Account Plan Export Template as the document type.

   

5. Populate the document metadata.

   

6. Select Save.
7. Change the document's state to Approved in its lifecycle. Only templates in a steady state are available for selection by end users.

   

   The lifecycle states available for an Account Plan Export Template are as follows:

   • Draft
   • Approved
   • Obsolete
   • Superseded

Exporting an Account Plan to PowerPoint

End Users can generate a PowerPoint presentation directly from an Account Plan record.

To export an Account Plan to PowerPoint:

1. Navigate to the appropriate Account Plan record.
2. Select the Export to PowerPoint action from the All Actions menu.

3. In the Export to PowerPoint dialog, a list of available templates displays. Users can search for a specific template by name, title, or document number.

4. Select the appropriate template.

   

5. Select Export. A notification confirms that the export process has started.

The PowerPoint file is generated asynchronously. When complete, a notification displays with a link to view the generated document.

The document is stored as a related document on the Account Plan record. If a user exports the same Account Plan using the same template, a new version of the existing document is created.

Once a document has been exported, users can edit the document using collaborative authoring, if configured.