---
schema_version: "1"
id: 3f0c23687cb5b51eb2a7c8db12038ec5a1ebd2174b45b10a3bdc81411e61e32c
title: Create a Package with 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_package_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_package_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 43986edf3922d2f5f5e421e01093f0d1c0851d94ab1ac8c5c3496abe73340e26
description: 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.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Create a Package with Action Plan Templates

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

<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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d3276e64">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d3276e64 ">To create packages:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d3276e64 ">Create AppExchange Packages</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d3276e64 ">To upload packages:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d3276e64 ">Upload AppExchange Packages</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d3276e64 ">To install packages:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d3276e64 ">Download AppExchange Packages</td>

          </tr>
        </tbody>
      </table>

1. From Setup, in the Quick Find box, enter Package Manager, and then select **Package Manager**.
2. Under Packages, click **New**.
3. Enter a name for the package, and click **Save**.
4. On the Components tab, click **Add**.
5. From the Component Type list, select **Action Plan Template**.
6. Select the templates that you want to add to the package, and click **Add to Package**.
7. Click **Upload**.
8. Enter a version name and a version number for the package.
9. Click **Upload**.
10. Make a note of the installation URL. Use this URL to install the packaged templates in other orgs.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-action_plans-264-0-0-production-enus/29c492f2-3531-419b-8e38-3287aed60d43/images/icon_important.png)

Important When you install action plan templates through a package, the templates are deployed in the read-only format. Clone the templates and use the copies. Deployed action plan templates can't be deleted.

#### See Also

- [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.")
- [_Second-Generation Managed Packaging Developer Guide:_ Develop Second-Generation Managed Packages](https://developer.salesforce.com/docs/atlas.en-us.pkg2_dev.meta/pkg2_dev/sfdx_dev_dev_2gp_developing_2gp_packages.htm)
- [_Second-Generation Managed Packaging Developer Guide:_ Install Second-Generation Managed Packages](https://developer.salesforce.com/docs/atlas.en-us.pkg2_dev.meta/pkg2_dev/sfdx_dev_dev2gp_install_upgrade.htm)