---
schema_version: "1"
id: b25c4b4389fcad3469d2166938f2aeb2c938b30a480a0e917dd79c446f6cfab2
title: Create Sales Folder
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_sales_folder.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_sales_folder.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 04dd2ccf521a4e831eef7d6f0c492d8f92e2fd25dabc9b4bfa791294cbad89c1
description: Sales folders can be defined for higher levels of a trade org hierarchy or for an org unit, to make them available for relevant stores.
products:
  - Consumer Goods
release: "264"
---
# Create Sales Folder

Sales folders can be defined for higher levels of a trade org hierarchy or for an org unit, to make them available for relevant stores.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d31491e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d31491e63 ">To create a sales folder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d31491e63 ">
              <p>CGCloud Business Admin</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Business Admin </p>
            </td>

          </tr>
        </tbody>
      </table>

1. From the App Launcher, find and select **Sales Folder**, and then click **New**.
2. Enter name and description.
3. Select a sales folder template.
    
    Depending on the template selected, the Customer or the Org Unit field is displayed.
4. Save your changes.

- **[Add Sell Sheets to a Sales Folder](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_sale_sheets_sales_folder.htm&release=264.0.0&type=5)**  
    Add active sell sheets to sales folders.