---
schema_version: "1"
id: 77edcb87bb63968cdf618295f5e1056e303a8306d84be26f0cf4305e1bdeace4
title: Copy and Distribute Action Plan Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_action_plans_admin_distribute_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_distribute_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f80e9615aa7313d229a00fdabbf42e60d8416d85025b7ee8ba1b09efdfb53f22
description: Create an action plan template based on an existing one by cloning it. Share action plan templates between organizations by packaging them.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Copy and Distribute Action Plan Templates

Create an action plan template based on an existing one by cloning it. Share action plan templates between organizations by packaging them.

### 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: 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. <a href="https://help.salesforce.com/s/articleView?id=action_plans_editions_permissions.htm&amp;language=en_US" target="_blank">View edition availability</a>.</td></tr></tbody></table>

Action plan template cloning simplifies changes like correcting a typo in an associated task name or creating an action plan template based on an existing one.

With action plan template packaging, create and test action plan templates in a sandbox environment, and then deploy them in one or more production environments. You can upload packaged action plan templates to AppExchange. To use an action plan template that you installed through a package, you must clone the template and use the copy.

- **[Clone Action Plan Templates](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_clone_templates.htm&release=264.0.0&type=5)**  
    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.
- **[Create a Package with Action Plan Templates](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_package_templates.htm&release=264.0.0&type=5)**  
    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.