---
schema_version: "1"
id: e89ec50fe03959bcbc5663823e97b79fec9d12c606eb8d0bdf05ea8adee73c6b
title: Create Sales Folder Template
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_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_sales_folder_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8cc16f5a90f71fc708257064f0af9e638f35ced9e1dfe15b4003d366dd30179c
description: A sales folder template is dependent on sales org.
products:
  - Consumer Goods
release: "264"
---
# Create Sales Folder Template

A sales folder template is dependent on sales org.

### 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="d20381e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d20381e63 ">To create a sales folder template:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d20381e63 ">
              <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 Template**, and then click **New**.
2. Provide these details:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d20381e119">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d20381e122">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d20381e119 d20381e122 ">Identification</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d20381e119 ">Sales Folder Template Name</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d20381e122 ">Name of a sales folder template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d20381e119 ">Anchor Type</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d20381e122 ">
                  <p>Node that specifies the type of sales folder template. The anchor type controls the
                    fields that are displayed. The options are:</p>
                  <ul>
                    <li>Customer: Sales folder created using this template must be anchored to a
                      customer.</li>
                    <li>Org Unit: Sales folder created using this template must be anchored to an
                      organization unit.</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d20381e119 ">Active</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d20381e122 ">Indicates whether a sales folder template is active.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d20381e119 ">Sales Org</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d20381e122 ">Sales org of a sales folder template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d20381e119 ">Promotion Relevant</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d20381e122 ">Indicates whether a sales folder based on the selected sales folder template is
                  relevant for promotions or not.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d20381e119 d20381e122 ">Description</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d20381e119 ">Description Language 1]/2/3/4</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d20381e122 ">Description of a sales folder template.</td>

              </tr>
            </tbody>
          </table>
3. Save your changes.