To configure this feature:

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

2. Add the key_stakeholders_section__v object control and remove the Key Stakeholders related object section on the appropriate layouts on the account_plan__v object.

   The columns displayed in the Key Stakeholders section are driven by the fields on the Key Stakeholders object that have Display in default lists and hovercards selected.

3. Navigate to Admin > Users & Groups > Permission Sets.
4. Select the appropriate permission set.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   affiliation__v	R	all	to_account_name__v to_account_record_type__v from_account__v to_account__v	Read
   child_account__v Only needed for Account Hierarchy functionality.	R	all	child_account__v parent_account__v	Read
   key_stakeholder__v	CRED	all At least Read permission to the base__v object type is required.	account_plan__v key_stakeholder__v key_stakeholder_name__v object_type__v role__v (optional) stakeholder_owner__v (optional) stakeholder_owner_name__v (optional)	Edit

6. Grant view access to the key_stakeholder_section__v object control on the account_plan__v object.
7. Grant access to the view_hierarchy_page__v.

Users can manage key stakeholders from the Key Stakeholders section on the account plan. The following buttons display:

• Create New Stakeholder
• Create From Hierarchy – allows users to add a Key Stakeholder from the account hierarchy
• Create From Sphere of Influence – allows users to add a Key Stakeholder from affiliations in the Sphere of Influence

Adding New Key Stakeholders

To add a new key stakeholder:

1. Select the Create button in the Key Stakeholders section of the account plan.
2. Select Create New Stakeholder from the drop-down menu.
3. Enter stakeholder information in the applicable fields in the New Key Stakeholder screen.
4. Select Save.

Adding Key Stakeholders from the Account Hierarchy

To add a key stakeholder from the account hierarchy:

1. Select the Create button in the Key Stakeholders section of the account plan.
2. Select Create From Hierarchy from the drop-down menu. The Create From Hierarchy screen displays and lists all selected key stakeholders, even if they are not included in the hierarchy.
3. Select the Plus button next to an account in the account hierarchy on the Create From Hierarchy screen. The Create Key Stakeholder modal displays.

   

4. Enter the stakeholder information in the fields on the dialog.
5. Select Save. The selected account is added to the Selected Key Stakeholders table.

Adding Key Stakeholders from Sphere of Influence

To add a key stakeholder from affiliations in Sphere of Influence:

1. Select the Create button in the Key Stakeholders section of the account plan.
2. Select Create From Sphere of Influence from the drop-down menu. The Create From Sphere of Influence screen displays and lists all selected key stakeholders, even if they are not included in the Sphere of Influence.

   

3. Select the Plus button next to an account in the Sphere of Influence on the Create From Sphere of Influence screen. The Create Key Stakeholder dialog displays.

   The Role field defaults to the role value on the affiliation.

4. Enter information in the Create Key Stakeholder dialog.
5. Select Save. The selected account is added to the Selected Key Stakeholders table.

Removing Key Stakeholders

To remove a key stakeholder:

1. Select the Delete action in the list of stakeholders in the Key Stakeholders section of the account plan.
2. Select Remove in the Remove Key Stakeholder dialog.

Users can also delete selected key stakeholders on the Create From Hierarchy or Create From Sphere of Influence screens by selecting the Delete icon next to a stakeholder in the Selected Key Stakeholders table or on the account card.

Editing Key Stakeholder Information

To edit information for selected key stakeholders:

1. Select the Edit action for a key stakeholder in the Key Stakeholders section of the account plan, or select the Edit icon in the Selected Key Stakeholders table in the Create From Hierarchy or Create From Sphere of Influence screens.

   

2. Update the key stakeholder information in the Edit Key Stakeholder dialog.
3. Select Save.