Custom Attributes control Product Lines and Metrics to in Whitespace used in Account Plan Templates.
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Example of an Account Plan with Product Lines and Metrics deployed in the Whitespace:
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Product Lines
Metrics
Custom Attributes Layout and Navigation
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Product Lines
Metrics
Custom Attributes Layout and Navigation
Custom Attributes are Product Lines and Metrics.
To find Custom Attributes in your Org:
Go to ClosePlan Admin tab > Custom Attributes
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Name: Name of the Product Line or Metricitem
Type: Indicates Product Line or Metric
Field Type: Indicates the Field Type (example: Picklist, Number, etc)
Field API Name: Autofilled
DB Status: Indicates if the Product Line or Metric is active
Description: Text informaiton information about the Product Line or Metric
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Create Product Line Item
Go to ClosePlan Admin tab > Custom Attributes
Click on the New button New
In the Modal, follow the steps
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Select Whitespace
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Select Product Line
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Object: White Space
Type: Type of item, Product Line
Field Type: Select the field type needed
Name: Name the Product Line
Field API Name: Auto-filled
Fully Qualified API Name: Auto-filled
Description: Add a description if needed
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Click Save
Create Metric
Go to ClosePlan Admin tab > Custom Attributes
Click on the New button New
In the Modal, follow the steps
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Select Whitespace
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Select Metric
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Object: White Space
Type: Type of item, Metric
Field Type: Select the field type needed
Name: Name the Metric
Field API Name: Auto-filled
Fully Qualified API Name: Auto-filled
Description: Add a description if needed
Click Save