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Salesforce Labs Sales Org in a Box

Quickly set up and streamline your B2B sales processes in Salesforce

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Free  

Never requires payment

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Business Need
Sales
Productivity
Requires
Sales Cloud
Compatible With
Sales Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited

App Details

Version
Sales Org In A Box/Version 1 1.2.0
Listed On
03/24/2025
Latest Release
05/06/2025
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 2
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/12/2025

Additional Details

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.

Need help?

Salesforce Labs

San Francisco, CA, USA

Demo: https://view.salesforce.com/viewer/a6fa659b5895e48772eeeb1f825c7437 Help Site Coming Soon

Support Phone07976122238