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Considerations for Changing Your Template
Changing your template affects site navigation, branding, and customizations.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
Note Apart from the Help Center template, we don’t recommend changing from one Experience
Builder template to another. So for example, avoid changing from a Customer Service template
to a Partner Central template. Although the functionality is available for these templates,
we recommend that you start afresh with a new template instead. If you do change from one
template to another and lose your customizations, Salesforce Customer Support is unable to
assist you.
- When you change your template, Salesforce object data carries over, but branding and component customizations don’t. As a result, you must reconfigure any customizations in the new template.
- Changing the template updates the available options in Experience Workspaces. To view all available options regardless of template selection, select Administration | Preferences | Show all settings in Workspaces.
- Your Experience Cloud site URL changes when switching from a Salesforce Tabs + Visualforce template to any other template type. Specifically, /s is appended to the site URL. Be sure to update any links to your site with the updated URL.
- In active Experience Cloud sites:
- When you switch to an Aura template, your template change is saved in a draft version. Use the draft version to further customize your site in Experience Builder. Your site is updated only after you publish your changes.
- When you switch to the Salesforce Tabs + Visualforce template from any other template, your changes immediately reflect in your active site. In this scenario, we recommend that you deactivate your site before you change your template. After you’ve made all your changes, reactivate the site.
If your template is listed as None, then you’re not using a predefined template or you’re using a modified version of one.
- After importing a B2B Commerce template, the My Account and Lists options on navigation menus, such as the Customizable User Profile Menu, require some follow-up. Edit the menu and reconnect these options with their pages.
- Template changes aren’t supported in Lightning Web Runtime (LWR) templates.
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