Share action plan templates between organizations with packaging. For instance, create
and test an action plan template in a sandbox environment and deploy in production when the
template is ready. Once you’ve created a package with your action plan templates, upload the
package to get an installation URL that you can distribute.
Required Editions
Available in: Lightning Experience
Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial
Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud,
Nonprofit Cloud, and Public Sector Solutions. View edition
availability.
User Permissions Needed
To create packages:
Create AppExchange Packages
To upload packages:
Upload AppExchange Packages
To install packages:
Download AppExchange Packages
From Setup, in the Quick Find box, enter Package Manager, and then
select Package Manager.
Under Packages, click New.
Enter a name for the package, and click Save.
On the Components tab, click Add.
From the Component Type list, select Action Plan Template.
Select the templates that you want to add to the package, and click Add to
Package.
Click Upload.
Enter a version name and a version number for the package.
Click Upload.
Make a note of the installation URL. Use this URL to install the packaged templates in
other orgs.
Important When you install action plan templates through a package, the templates
are deployed in the read-only format. Clone the templates and use the copies. Deployed
action plan templates can't be deleted.
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