To configure this feature, ensure Configuring X-Pages Studio is complete and the user has deployment permissions.

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 the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   account__v	R	All applicable object types	If only using the Account Plan template: id name__v If using the account template: office_phone_cda__v email_cda__v primary_parent__v specialty_1__v	Read
   address__v	R	All applicable object types	account__v city_cda__v country__v id name__v postal_code_cda__v primary__v state_province__v	Read
   account_plan__v	R	All	account__v account_plan_status__v executive_summary__v health__v id name__v	Read
   key_stakeholder__v	R	All	account_plan__v id key_stakeholder__v key_stakeholder_name__v role__v	Read
   account_team_member__v	R	All	account_plan__v id role__v team_member__v team_member_name__v	Read
   plan_tactic__v	R	All	account_plan__v id plan_tactic_status__v	Read
   account_tactic__v	R	All	account_plan__v account_tactic_status__v id	Read
   action_item__v	R	All	If only using the Account Plan template: account_plan__v action_item_status__v id If using the Account template: assignee__v description__v due_date__v	Read
   account_territory__v	R	All	account__v id territory__v	Read
   user_territory__v	R	All	id territory__v user__v	Read
   user__sys	R	id	email__sys mobile_phone__sys name__v title__sys user_type__v	Read
   html_report__v	R	account_profile_override__v account_reports__v account_plan__v	name__v object_type__v platform__v	Read

6. Grant users Execute access to the business_portals__v record action.

7. Add the business_portals__v record action to appropriate account_plan__v object types.

To create X-Pages using the Templates:

1. Download the Business Portal page templates for Account and Account Plan.

2. Log into X-Pages Studio.

3. Create pages using the page templates. See Using X-Pages Studio Page Templates for more information.

4. Select business_portal__v from the Platform drop-down list.

5. Customize the pages if needed (for example, uploading a logo). This step is optional.

6. Remove the View Record Navigation Action from the Key Stakeholders directory display element if only the Account Plan page is used, and not the Account page.

7. Deploy the new pages using X-Pages Studio.

To share a link to the Account Plan Business Portal page:

1. Select the Business Portals record action from an Account Plan.

2. Copy the link.

   When pasting the link into an application that supports HTML, such as an email editor, the link is formatted to display as the name of the account plan plus the name of the template.

KAMs and Executives can access the Business Portal page for a focused view of the most important details of the Account Plan, including the overall status of the plan.

The following information is available by default:

• Account Name - The account name associated with the plan

• Account Plan Status - ​​In Progress, Approved, Rejected, or Pending

• Account Plan Health - Green, yellow, or red circle indicating the health of the plan

• Executive Summary - Displays the Executive Summary field value recorded on the account plan

• Strategies Status - Displays account plan strategy counts: total completed, pending, and total strategies

• Actions Status - Displays account plan action item counts: total completed, pending, and total action items

• Objectives - Displays account plan objectives counts: total completed, pending, and total objectives

• Key Stakeholders - The names and roles of key stakeholders on the account plan. Select a Key Stakeholder to view a summary of the account.

• Account Team Members - Team members on the account plan and their roles

Viewing Key Stakeholders

To view more information on a stakeholder, select a Key Stakeholder from the Business Portal. The account record displays, including the following information:

• Account Details, including primary parent, primary address, primary email, phone number, and specialty
• Pending action items for the account. Selecting an account plan displays the Business Portal X-Page for that plan (if configured), or displays the plan in Vault CRM.
• Users who are aligned to an account, including their title, user type, and territory