Custom Attributes control Product Lines and Metrics in Whitespace used in Account Plan Templates.
Product Lines - Product Lines are the Products and Services or groups of Products and Services that your company provides
Metrics - Metrics are the measurable aspects that are most important to your Account Plan strategy.
Example of an Account Plan with Product Lines and Metrics deployed in the Whitespace:
Product Lines
Metrics
Custom Attributes are Product Lines and Metrics.
To find Custom Attributes in your Org:
Go to ClosePlan Admin tab > Custom Attributes
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
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
Go to ClosePlan Admin tab > Custom Attributes
Click on New
In the Modal, follow the steps
Select Whitespace
Select Product Line
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
Click Save
Go to ClosePlan Admin tab > Custom Attributes
Click on New
In the Modal, follow the steps
Select Whitespace
Select Metric
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
Picklist Values are the available choices to indicate the status of a Whitespace Tile
For information on Bulk Uploading Whitespace Items, please see further documentation here: |