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Please Note: Salesforce Administrator permissions are required to adjust custom attributes for Product Lines and Metrics. |
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To reorder the items, simply drag and drop the Product Groups and Lines into desired hierarchy.
Example:
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Import Data
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The tab is functional only in Active or Archived versions of templates. |
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The fields are as follows:
Account ID (Required*): This column holds the Salesforce Account ID.
Use the 15 or 18 character ID
Each Product or Metric item that is needed for a single Account will require that the Account ID cell is populated with the Account ID.
Example: If 3 product lines are entered, each line will require the corresponding Account ID
Status (Optional):
Assign Status:
Open
Deployed
Opportunity
Competitor
Updates the Product Line Status
Note: If you are building a file to upload the Whitespace Metrics, this field should be null
Market Value (Optional): Applies to updating the Product Line “Market Value” in the Whitespace Map
Our Share (Optional): Applies to updating the Product Line “Our Share” in the Whitespace Map
Metric Value (Optional): Represents the value to be set if you are updating a Whitespace Metric (As Opposed to a Product Line Status)
Product/Metric Name (Required*): The Product Line Name or Metric Name
Business Unit (Required*): The Business Unit Name
Business Unit Group (Optional):
The Parent Group of the Business Unit
Note: This field is only needed if you are creating a new Business Unit in your Whitespace map and you want to ensure it has a proper Parent Group
Period Start Date (Optional): The Account Plan Period Start Date for the Account Plan you wish to create or update
NOTE: Format must be: YYYY-MM-DD
Period End Date (Optional): The end date for the Account Plan Period
NOTE: Format must be: YYYY-MM-DD
Currency (Optional):
Multicurrency must be enabled
If left null, will default to company currency
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