A sales folder template is dependent on sales org.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create a sales folder template: |
CGCloud Business Admin OR CGCloud Retail Business Admin |
- From the App Launcher, find and select Sales Folder Template, and then click New.
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Provide these details:
Field Description Identification Sales Folder Template Name Name of a sales folder template. Anchor Type Node that specifies the type of sales folder template. The anchor type controls the fields that are displayed. The options are:
- Customer: Sales folder created using this template must be anchored to a customer.
- Org Unit: Sales folder created using this template must be anchored to an organization unit.
Active Indicates whether a sales folder template is active. Sales Org Sales org of a sales folder template. Promotion Relevant Indicates whether a sales folder based on the selected sales folder template is relevant for promotions or not. Description Description Language 1]/2/3/4 Description of a sales folder template. - Save your changes.