6 Salesforce templates for finance teams

Reading time: about 2 min

Topics:

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.

Learn more about Lucid’s Salesforce integration.

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 Services Cloud mortgage template (click on image to edit)

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.

Insurance finance template (click on image to edit)

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

Get the most out of these templates by learning how to build ERDs in Lucidchart with our free, self-paced course.

About Lucidchart

Lucidchart, a cloud-based intelligent diagramming application, is a core component of Lucid Software's Visual Collaboration Suite. This intuitive, cloud-based solution empowers teams to collaborate in real-time to build flowcharts, mockups, UML diagrams, customer journey maps, and more. Lucidchart propels teams forward to build the future faster. Lucid is proud to serve top businesses around the world, including customers such as Google, GE, and NBC Universal, and 99% of the Fortune 500. Lucid partners with industry leaders, including Google, Atlassian, and Microsoft. Since its founding, Lucid has received numerous awards for its products, business, and workplace culture. For more information, visit lucidchart.com.

17 best Salesforce apps
Salesforce has become an essential tool in the modern sales leader’s toolbelt, especially with the wide range of apps that improve, complement, and expand its functionality. Check out the best Salesforce integrations and apps.
Build ERDs automatically with our Salesforce schema import
As you customize Salesforce for your organization, Lucidchart allows you to import your Salesforce schema and generate an ERD in seconds so you can visualize the best way to set up your CRM. See how it works.
Introducing Salesforce shape library and templates in Lucidchart
We’re excited to partner with Salesforce and offer a customized shape library to help you design and visualize your Salesforce architecture in Lucidchart.