Happy May, Lucidchart users! Last month, we released six new Salesforce templates to help you visualize and understand your processes and systems with ease. We’re continually adding templates to our template gallery, so be sure to check back each month to see what’s been released!
Let’s dive into our newest additions of Salesforce templates!
Communications Cloud sales orders overview
This Communications Cloud sales orders overview template will help individuals working in the communications field. Document objects within the Communications Cloud and visualize relationships between entities. Customize this ERD any way you like with shapes, lines, and more.
Financial Services Cloud insurance
Effectively manage insurance claims and policies while expanding your business with the Financial Services Cloud insurance template. Visualize how policies and accounts connect so that you better understand and serve your customers.
Public Sector Solutions regulatory area, rees, and enforcement
Create an overview of regulatory areas, enforcement, authorization, applications, and more for the public sector. Customize this template to fit your needs with diagram keys, special shapes, and logos.
Public Sector Solutions public complaint
Review and manage public sector complaints with this template. Visualize and document the complaints, plans of action, contacts, and other important components all in one place. Try the template today!
Public Sector Solutions application and authorization
Diagram your application and authorization processes with this template. Manage compliance and regulations while increasing transparency. Try this template today and see how it can help you build and monitor applications within the Public Sector Solutions Cloud.
Nonprofit Cloud program and case management
The Nonprofit Cloud program and case management template will provide you with a detailed view of the clients and cases within your Nonprofit Cloud. We’ve even included helpful tips to adjust the diagram to your liking. Add lines, Salesforce-specific shapes, text, and other elements to customize the template as you need.
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