Lucidchart template roundup: April 2024

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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.

Communications Cloud sales orders overview (click on image to edit)

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. 

Financial Services Cloud insurance (click on image to edit)

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 regulatory area, fees, and enforcement template (click on image to edit)

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 public complaint template (click on image to edit)

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.

Public Sector Solutions application and authorization (click on image to edit)

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.

Nonprofit Cloud program and case management (click on image to edit)

Have a template you’d like to share with us? Submit it for a chance to be featured!

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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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