Sales Place Templates

Sales Place Templates include tiles for information used to plan and close deals, including some integrations with Salesforce.com.

Templates are organized according to the kind of workgroup that typically uses them, but you can rename and customize any template. The right template contains more or less the tiles that you need. For example, if you want to set up a place to track items identified for quick follow-up, you could pick the Sales Answer Desk template when creating the place, even if Sales isn't your main goal. This template includes a Featured People tile to identify people you can direct questions to, tracks items marked for Action and recent decisions, and surfaces popular content. For more information about data tiles and the information they're based on, see the Tile Reference.
Restriction: If your community does not have additional modules enabled, you may not see some of the feature options that are listed and your options may be different. In addition, externally-facing communities (those serving customers, partners, and vendors), do not have the Corporate Communications, HR, IT, or R&D, or Sales templates. Internally-facing communities (those serving employees), do not have the Customer Service, Other, or Products templates.
Place Template Tiles Features Default Type Default Tag(s)
Sales Home

Popular Content

Key Content and Places

Video (External)

Featured Content

Featured People

Discussions

Polls

Blogs

Documents

Ideas

Projects

Videos

Events

Status Updates (in groups only)

Public sales
Sales Answer Desk

Popular Content

Helpful Links

Featured People

Action Items

Recent Decisions

Videos

Discussions

Blogs

Documents

Projects

Public questions, sales
Deal Room Generic

Leaderboard or Top Participants

Popular Content

Action Items

Finalized Content

Key Dates

Discussions

Polls

Blogs

Documents

Ideas

Projects

Videos

Events

Status Updates (in groups only)

Public deal_room, win
RFP Workgroup

Key Dates

Popular Content

Finalized Content

Leaderboard or Top Participants

Key Content and Places

Gauge

Documents

Discussions

Status Updates (in groups only)

Projects

Private request_for_proposal, rfp
Competition

Featured People

Leaderboard or Top Participants

Featured Content

Popular Content

Key Content and Places

Documents

Discussions

Blogs

Status Updates (in groups only)

Projects

Private (unlisted) competition
Customer 360

Gauge

Featured Content

Helpful Links

Featured People

Key Dates

Discussions

Polls

Blogs

Documents

Ideas

Projects

Videos

Events

Status Updates (in groups only)

Public