Simplify action plan template creation with cloning. When your business process changes,
clone your existing action plan template and make changes rather than staring from scratch. You
can use cloning to easily correct errors in existing action plan templates. Users can also clone
an existing template as a reference to create a different version for their own use. After you
install action plan templates through a package, clone the templates and use the
copies.
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. |
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Open the action plan template that you want to copy.
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Click Clone Template.
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Enter a new name and description for the template. Leave the rest of the fields
unchanged.
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Save your changes.
