Whitespace Fields

The Whitespace object contains the following fields.

Remember, you can modify the Offering and With picklists to show the options that are important to your business.

Key: Field Label (API Name, Field Type, Additional Information)

• Comments (KeyAccountPlan__Comments__c, Text, 255)
  Any additional information you believe is appropriate
• Competitor (KeyAccountPlan__Competitor__c, Lookup)
  Allows you to link the white space record with another Account (only relevant if your competitors are Accounts in Salesforce).
• Contract End Date (KeyAccountPlan__Contract_End_Date__c, Date)
  The date any agreement with your or other organizations ends.
• Customer (KeyAccountPlan__Customer__c, Lookup)
  Lookup to the Account to which the Account Plan links. Automatically populated when creating White Space records.
• Key Account Plan (KeyAccountPlan__Key_Account_Plan__c, Lookup)
  Lookup to the Account Plan. Automatically populated.
• Offering (KeyAccountPlan__Offering__c, Picklist, Default Values: Product Category 1, Product Category 2, Product Category 3, Product Category 4, Product Category 5)
  The category of products and services. Your system administrator controls these values.
• Spend (KeyAccountPlan__Spend__c, Currency)
  The amount of money the customer spends on that offering.
• With (KeyAccountPlan__With__c, Picklist, Default Values: Unknown, Executes Internally, Competitor, Us, Don’t Do)
  How the money is spent. For example, with your organization, a competitor, or the customer internally delivering the product or service.
• Year (KeyAccountPlan__Year__c, Picklist, Default Values: 2021, 2022, 2023, 2024, 2025, 2026, 2027, 2028, 2029, 2030)
  The year for which the white space records are being created.