---
schema_version: "1"
id: 44321e0acea543f37b791f555341c88091abcc3e0581ffc5539f4a6d6c50e666
title: Publish an Agentforce Grid as a Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agentforce_grid_publish_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agentforce_grid_publish_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a847a612c58e7796dc72d9659395aa45f5c9d587f5c41bf9f69f720784141ff8
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Publish an Agentforce Grid as a Template

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions. <a href="https://help.salesforce.com/s/articleView?id=ai.agent_setup_explore_types.htm&amp;release=264.0.0&amp;type=5" title="Learn about agent types and default templates for specific clouds and common use cases.">Required add-on licenses vary by agent type.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d92802e80">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d92802e80 ">To create templates from a grid:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d92802e80 ">Manage Agentforce Grids</td>

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1. Open the Grid that you want to publish.
2. In the Grid top bar, select **Publish as Template**.
3. In the side panel, enter a name and description for your template.
4. Select a category: Sales, Service, Marketing, or Other.
5. Click **Publish**.