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Custom Attributes control Product Lines and Metrics to Whitespace used in Account Plan Templates.

  • Product Lines -

  • Metrics -

...

  • Name: Name of the Product Line or Metric

  • Type: Indicates Product Line or Metric

  • Field Type: Indicates the Field Type (example: Picklist, Number)

  • Field API Name: Autofilled

  • DB Status: Indicates if the Product Line or Metric is active

  • Description: Text informaiton about the Product Line or Metric

Add Product Line

  • Click on the New button

...

  • Select Whitespace

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  • Select Product Line

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  • Field Type: Select the field type needed

  • Name: Name the Product Line

  • Field API Name: Auto-filled

  • Description: Add a description if needed

Add Metric

  • Click on the New button

...

  • Select Whitespace

...

  • Select Metric

...

  • Field Type: Select the field type needed

  • Name: Name the Metric

  • Field API Name: Auto-filled

  • Description: Add a description if needed