Create or Install Pre-Built Business Processes That You Can Customize

A process or flow template is a base business process that you can clone to create customized business processes. Unlike non-template processes and flows, if you install a template from a managed package, you can open and clone it. Even if you build your own templates and don’t use managed packages, marking a process or flow as a template clearly identifies it as a base business process.

Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Why: Suppose your company needs a process or flow that differs slightly for each country where you do business. You can create or install a template for the base business process and then clone it to create each country-specific business process.

How: To make a process a template, open it in Process Builder and click Edit Properties. For Template, select Yes. To make a flow a template, go to the flow list page in Setup. Find the flow, click Edit, and select Template.

Although you can activate templates and have them run just like other processes and flows, templates are typically kept inactive. After you clone a template and customize the clone, activate the clone in your org. If you install a template from a managed package and later install an upgrade, your template is overwritten with the updated version, but your clones aren’t affected.

Note

Note

  • If you install a process template from a package, make sure that the process is inactive unless you want it to actively run in your org. If you add a process template to a package, first deactivate the process unless you’re sure that installers want the process to be active in their orgs upon installation. You can see the status of a process on the process management page. To deactivate a process, open it in Process Builder and click Deactivate.
  • We don’t recommend opening flow templates in Cloud Flow Designer. Doing so deselects the Template field for those flows. You can reselect the Template field in the flow detail page.

Related Updates for Developers

Metadata API
Added the isTemplate field to the Flow metadata type.
Tooling API
Added the IsTemplate field to the Flow object.