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.
Required Editions
| User Permissions Needed |
| To create templates from a grid: |
Manage Agentforce Grids |
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Open the Grid that you want to publish.
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In the Grid top bar, select Publish as Template.
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In the side panel, enter a name and description for your template.
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Select a category: Sales, Service, Marketing, or Other.
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Click Publish.
