lucidspark templates

Lucidchart template roundup: September 2023

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Just in: We’ve released 12 new templates to the Lucidchart template gallery! Whether you’re looking to map out technical systems or find specific tunes to hum along to while you work, there’s something for everyone. Oh, and be sure to check back soon—we release new templates each month. 

Business capability map

Our Salesforce business capability map can help marketing and sales leaders define business drivers for projects, identify key capabilities needed within those projects, and provide a high-level view of product or tech positioning.

business capability map
Business capability map template example (click on image to modify online)

Business capability roadmap

The Salesforce business capability roadmap gives stakeholders a detailed view of sales and service capabilities that will roll out over the next fiscal year. Add custom icons or categorize items by operational efficiencies, revenue generation, enhanced forecasting, and customer retention.

Business capability roadmap
Business capability roadmap template example (click on image to modify online)

Business feature roadmap

Use the Salesforce business feature roadmap to visualize the features that will assist businesses and technical stakeholders with planning. Categorize items by AI, mobile, personalization, and privacy.

Business feature roadmap
Business feature roadmap template example (click on image to modify online)

Customer strategy

Develop a strong marketing strategy with our customer strategy template. Identify ideal customers and sleeping customers, prioritize needs, and more. This template is great for content marketing and social media teams.

Customer strategy
Customer strategy template example (click on image to modify online)

Financial Services Cloud interaction summaries

Use the Financial Services Cloud (FSC) interaction summaries template to visualize the interactions between entities in your Financial Services Cloud. Customize to include important contacts, account information, deals, and more.

FSC interaction summaries
Financial Services cloud interaction summaries template example (click on image to modify online)

Financial Services Cloud mortgage

Manage loan application data with the Financial Services Cloud mortgage template. Easily share this data with important stakeholders and update with relevant information as it becomes available.

Financial Services Cloud mortgage
Financial Services Cloud mortgage template example (click on image to modify online)

Generative AI rollout

Our generative AI rollout template can help if your team is considering launching a new AI project. Identify workstreams and business components involved with introducing generative AI across the Salesforce Customer 360.

Generative AI
Generative AI rollout template example (click on image to modify online)

Public Sector Solutions benefit management

The Public Sector Solutions benefit management template will help public sector workers document and manage important benefit information for individuals, families, or organizations. Map out items like income, contact information, and employment.

Public Sector Solutions benefit management
Public Sector Solutions benefit management template example (click on image to modify online)

Release and delivery

Thinking about launching a generative AI project? Our release and delivery template will help you organize and outline the human involvement, environment strategy, and high-level deliverables required for the initial release.

AI template
Release and delivery template example (click on image to modify online)

Technology component roadmap

Our technology component roadmap will help you map out specific technical components within a system to inform stakeholders about planning and budgeting. Include information like environment setup, lead conversations, territory management, and more.

Technology component roadmap
Technology component roadmap template example (click on image to modify online)

Technology system roadmap

Align technical stakeholders with a 12-month overview of the systems that will be implemented. Our technology system roadmap will allow you to visualize elements of your systems like sales, service, engagement, and analytics.

Technology system roadmap
Technology system roadmap template example (click on image to modify online)

Work jams

Do you like to listen to music while you work? This template will help you select the perfect playlist whether you need to focus, relax, disconnect, or get hyped during the workday.

Work jams
Work jams template example (click on image to modify online)
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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

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