Custom Attributes

Owned by David Depman

Last updated: Feb 01, 2024

3 min read

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

Create Product Line Item

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

Create Metric

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

Change Picklist Values

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:

Bulk Upload Whitespace Items