Whitespace for existing customers

Click the highlighted button on the Account page and follow the tips. Sample data only.

Reps see this New or changed System Administrators only Removed from the page

Account page

Click New Whitespace to start. The tips move with each step.

Field changes on the Whitespace object

Source: production Prospecting__c, read 10/21/2026. The API name stays the same, so current reports and flows keep working.

What the convert flow copies to the Opportunity

Open decisions

  1. Where does Estimated ARR go on the Opportunity? S1, S2 and S3 $ARR (Net) are formula fields in production, so the flow cannot write them. Options: fill the S1 to S3 Annual License Fee fields, or leave pricing to the rep.
  2. Should Fraud Assist be a Solution1 value? Solution2 and Solution3 have Fraud Assist. Solution1 does not. Today a Fraud Assist-only conversion has no place to go.
  3. Is Estimated Close Date required? The demo makes it required, because the 10/21 sync said close date is needed by product.
  4. Which Customer Status values count as an existing customer? The demo allows Live and In Delivery. In Trial is not allowed.
  5. Keep the duplicate check? The demo stops a second open record for the same product on the same Account.