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.

Note: You may not see events or ideas as feature options in a template if your community does not have these additional modules enabled. 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 Featured Video Featured Content Featured People	Videos Documents Discussions Ideas Polls Events Blogs Projects Status Updates (in groups only)	Open	sales
Sales Answer Desk	Popular Content Helpful Links Featured People Action Items Recent Decisions	Videos Discussions Blogs Documents Projects	Open	questions, sales
Deal Room Generic	Top Participants Popular Content Action Items Finalized Content Key Dates	Videos Documents Discussions Ideas Polls Events Blogs Projects Status Updates (in groups only)	Open	deal_room, win
RFP Workgroup	Key Dates Popular Content Finalized Content Top Participants Key Content and Places Gauge	Documents Discussions Projects Status Updates (in groups only)	Private	request_for_proposal, rfp
Competition	Featured People Top Participants Featured Content Popular Content Key Content and Places	Documents Discussions Blogs Projects Status Updates (in groups only)	Secret	competition
Customer 360	Gauge Featured Content Helpful Links Featured People Key Dates	Videos Documents Discussions Ideas Polls Events Blogs Projects Status Updates (in groups only)	Open	—