Custom Attributes

Custom Attributes control Product Lines and Metrics to 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:

  1. Product Lines

  2. Metrics

Custom Attributes Layout and Navigation

  • 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

  • Select Product Line

  • 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