Save a grid as a template so others in your org can start from your setup without rebuilding columns, prompts, and logic. Templates store column configuration only. They don't include row data, run history, or cell outputs.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions. Required add-on licenses vary by agent type. |
| User Permissions Needed | |
|---|---|
| To create templates from a grid: | Manage Agentforce Grids |
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