6 Salesforce templates for finance teams

Salesforce is among the world’s most-used customer relationship management (CRM) platforms. It services customer-facing teams by providing a robust and centralized space for people to generate leads, close deals, and impress their customers. 

Salesforce and Lucid have complementary missions of delivering exceptional value to our customers so that they can do their best work. The Lucid Salesforce integration allows teams to import Salesforce data to Lucid to create detailed account maps for revenue teams to get and stay aligned. What’s more, this integration enables bidirectional sync, so whatever you update in Lucid will automatically be reflected in Salesforce, and vice versa.

There are dozens of Salesforce templates within the Lucid template gallery to help you better leverage this integration, making collaboration easier and alignment achievable. In this article, we will share six Salesforce templates for the Financial Services Cloud that you can start using with your team today.

Managed package data model

Manage personal client details with ease with the managed package data model. Create a new template for each client and track information like their employer, financial goals, points of contact, and more. 

Financial account data model

This ERD maps account data and helps you visualize and understand the relationships between entities. Track financial activity, payment methods, and other transactions to always stay up to date on your accounts.

Interaction summaries

Managing your Financial Service Cloud can be complex. Luckily, this summaries finance template makes it easy to visualize and understand the interactions within your Financial Services Cloud system. Track relationships between accounts, deals, contacts, and more.  

Mortgage data model

With the Financial Services Cloud mortgage template, you can keep track of residential loan applicants and their data. Customize the fields to include relevant applicant information, and easily share this template with stakeholders so everyone is on the same page.

Financial deal data model

Conveniently house all financial deal data in one template. Document key objects like decision outcomes, account interactions, and more in an organized space.

Financial services insurance

Insurance policies and accounts can be complex to understand. This insurance finance template will help you document insurance policies for easy viewing with your team. Get a high-level and detailed picture of the insurance account by customizing this template to your exact needs.

And there you have it. Six Salesforce finance templates to help you visualize complex financial data with clarity.