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  • Name: Name of the item

  • 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 information about the Product Line or Metric

  • New: Create a new Custom Attribute

  • Change Picklist Values: Change the Picklist values

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  • Create Missing Fields: Creates Missing Fields. If a field is missing, it will be indicated under the DB Status (e.g.: If a Template is imported from a Sandbox, the XSBF field may not exist in the Production Org.)

  • Correct FLS Permissions: Corrects Field Level Security Permissions

  • Restore Deleted Fields: Restores Deleted Fields

  • Delete Related Fields: Deletes all Related Fields

  • Delete All Attributes: Deletes All Attributes

Create Product Line Item

Go to ClosePlan Admin tab > Custom Attributes

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