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.
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. |
| User Permissions Needed |
| To create packages: |
Create AppExchange Packages |
| To upload packages: |
Upload AppExchange Packages |
| To install packages: |
Download AppExchange Packages |
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From Setup, in the Quick Find box, enter Package Manager, and then
select Package Manager.
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Under Packages, click New.
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Enter a name for the package, and click Save.
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On the Components tab, click Add.
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From the Component Type list, select Action Plan Template.
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Select the templates that you want to add to the package, and click Add to
Package.
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Click Upload.
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Enter a version name and a version number for the package.
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Click Upload.
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Make a note of the installation URL. Use this URL to install the packaged templates in
other orgs.
