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Salesforce Labs Sales Org in a Box

Quickly set up and streamline your B2B sales processes in Salesforce

Overview

Salesforce Labs Sales Org in a Box is a ready-to-use solution designed to help B2B customers quickly get started with Salesforce. This app provides a pre-configured sales organisation setup, including best-practice workflows, dashboards, and automation.

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See How Salesforce Labs Sales Org in a Box Works

  • ✔ Pre-Configured Sales Setup – Get started quickly with a fully structured Salesforce Sales Cloud environment.

  • ✔ Standardised Lead & Opportunity Management – Ensure consistency in sales processes with best-practice workflows.

  • ✔ Ready-Made Dashboards & Reports – Gain instant visibility into pipeline health, sales performance, and key metrics.

  • ✔ Optimised for B2B Sales Teams – Designed to support complex sales cycles and account-based selling.

  • ✔ Built by Salesforce Labs – A trusted solution designed with best practices from Salesforce experts.

Salesforce Labs Sales Org in a Box is a pre-configured solution designed to help B2B customers quickly set up and optimise their Salesforce Sales Cloud environment. It provides a structured foundation with best-practice configurations, enabling businesses to accelerate adoption and streamline sales operations with minimal effort. Key Features & Benefits: Pre-Built Sales Processes – Standardised lead, opportunity, and account management workflows to drive consistency. Automated Sales Tasks – Reduce manual effort with built-in automation for follow-ups, approvals, and deal progression. Customisable Dashboards & Reports – Gain instant insights with ready-made analytics on pipeline health, performance, and key metrics. Scalable Architecture – Easily adapt to growing business needs with a flexible and extendable setup. Best-Practice Security & Access Controls – Predefined roles and permissions ensure data security and compliance. Guided Onboarding & Adoption Support – Step-by-step guidance to help new users get up and running quickly. Ideal for businesses new to Salesforce, this solution accelerates implementation, improves sales efficiency, and lays the groundwork for scalable growth.

Categories

Business Needs
Sales
Productivity
Personas
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Managed Package
Lightning App Builder
Salesforce Mobile

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