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Custom Attributes

Custom Attributes

 

Custom Attributes control Product Lines and Metrics in Whitespace used in Account Plan Templates.

  • Product Lines - represent products, services, or groups of products/services that a company offers to a client within an Account Plan. They help sales teams organize, prioritize, and manage different offerings for a specific customer or business unit.

  • Metrics - are key performance indicators (KPIs) used to measure success within an Account Plan to help track progress, evaluate performance, and support decision-making.

 

Example of an Account Plan with Product Lines and Metrics applied in the Whitespace map:

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Layout & Navigation

To access Custom Attributes, go to ClosePlan Admin tab > Custom Attributes

  • New: Create a new Custom Attribute

  • Change Picklist Values: Allows you to create, modify, or delete Product Line status names and colors.

  • More Actions Menu (…) : Opens additional admin and developer tools.

  • Name: Name of the item

  • Type: Indicates Product Line or Metric

  • Field Type: Indicates the Field Type (Picklist or Number)

  • Field API Name: Autofilled when the new field is created

  • DB Status: Indicates whether the Product Line or Metric is active or missing

  • Description: Text information about the Product Line or Metric

 

Create Product Line Item

  • Navigate to the ClosePlan Admin tab and open Custom Attributes.

  • Click New

  • Set Object to Whitespace and Type to Product Line

  • Enter the Product Line Name and fill in the Field API Name

  • Optionally, add a description, then click Save.

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Create Metric Item

  • Navigate to the ClosePlan Admin tab and open Custom Attributes.

  • Click New

  • Set Object to Whitespace and Type to Metric

  • Enter the Metric Name and fill in the Field API Name

  • Optionally, add a description, then click Save.

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Change Picklist Values

Picklist Values define the available options used to indicate the Product Line status displayed in a Whitespace Tile, including the color associated with each status.

The Change Picklist Values action allows you to create new Product Line status options, modify existing names or colors, and delete statuses that are no longer needed.

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Create, Modify, or Delete a Picklist Value

  1. Navigate to the ClosePlan Admin tab and open Custom Attributes.

  2. Click Change Picklist Values.

  3. Click Edit to add a new value, modify or delete an existing value, or set its color.

  4. Save your changes.

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Behavior in the Whitespace Map

  • If only the Label of a picklist value used in the Whitespace map is changed, the update is automatically reflected in the Product Line status.

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  • However, if a picklist value used in the Whitespace map is deleted or its API Name is changed, the corresponding Product Line status will remain selected but will turn gray, and the tile color will change to white.

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For information on Bulk Uploading Whitespace Items, please see further documentation here:

Steps to Bulk Upload Whitespace Items

 

 

More Actions Menu (…)

Provides access to advanced tools, including Create Missing Fields, Correct FLS Permissions, and Developer Tools.

Some functions in the developer tools may not be available.

Custom Attribute fields live on the CP: AP Whitespace Item Object (TSPC__AP_WS_Item__c).

 

Create Missing Fields

  • This tool can automatically create all missing fields in Custom Attributes with a single action.

  • If a field is missing, it will be highlighted under DB Status.
    Example: When a template is imported from a Sandbox, some fields may not exist in the Production Org.

  • Users can also create individual fields by clicking the down arrow next to a field.
    Options available include:

    • Create Field

    • Edit Field

    • Delete Field – a field can be deleted only if it is not referenced by any Templates.

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Note: This tool may be referred to as ‘The Magic Wand’.

Correct FLS Permissions

Some users may receive an error message indicating they do not have access to the Whitespace Map due to missing permissions on Custom Attribute fields.

This tool allows administrators to:

  • Correct Field-Level Security (FLS): Automatically update the permissions for the affected fields.

  • Grant Access: Ensure that users who previously lacked access can now view and interact with the relevant fields.

 

 

Developer Tools

Restore Deleted Fields

This tool allows administrators to recover fields that were accidentally or intentionally deleted.

This tool is available only when there are deleted fields present.

Delete Related Fields

This tool allows administrators to delete all related fields at once.

Delete All Attributes

This tool allows administrators to remove all data from Custom Attributes.

Fields can only be deleted if they are not referenced by any Templates