Add Custom Fields to the Key Account Plan
The Key Account Planner app has a set of default fields to build an Account Plan that will suit most businesses. If you require additional fields unique to your business, you can easily add custom fields to the Account Plan.
For example, let’s say you want to add a field called “Where We Add Value,” where the users can enter text with bullet points and other punctuation. Here are the steps to do that:
- Click Setup.
- Object Manager.
- Navigate to the Key Account Plan (the object is called Key Account Plan, not Account Plan).
- Fields & Relationships
- Select the New button.
- From the list of field types, select Text Area (Rich) and press the Next button.
- Set the Field Label to “Where We Add Value.” Clicking away from the Field Label field will automatically populate the Field Name field. Press the Next button.
- Update the Profile field level security so that the applicable Profiles can view and edit the field. Click the next button.
- Select the page layouts to which the field should be added. Click the Save button.
You’ve now added the custom field to the Key Account Plan object. By default, Salesforce will add the new field to the bottom of the left column in the first section of the page. You can update the Page Layout to position the field where you want.
Once you have added your new field, here’s what that will look like to the user:
