Account template creation - Overview

To create a new account template: 
 
 Click on " Account Templates" on the left menu 
 Click on " Add Account Template " 
 
 
 
 Creating an account template is a 7-step process that can be done from scratch or use an existing template from Sandbox Studio. 
 
 In this documentation, we will create an account template from scratch. Using a prebuilt template is identical but has pre-defined values. 
 
 Each step of the process is explained as follows: 
 
 Basic details 
 Budget 
 Lease Duration 
 Account Permissions 
 Roles & Access 
 Launch Settings 
 Review