---
schema_version: "1"
id: 31202a2ff38905ebeb2a2748e310ee1ac4648bc0509e2f286092c49d341ef1db
title: Create, Package, and Distribute a Strategy Builder Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/nba_strategy_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.nba_strategy_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e17b2f4cd51618a04c8f3c8a255be373d599df8f1735e78569527a4e0642a1a5
description: Enterprise developers can create and package strategy templates from Developer Edition orgs for use in multiple Salesforce orgs. Independent software vendors can also publish templates on AppExchange for distribution to their subscribers. Strategies not marked as templates in managed packages have intellectual property (IP) protection and can’t be edited or cloned. IP protection safeguards proprietary information in your strategies.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Create, Package, and Distribute a Strategy Builder Template

Enterprise developers can create and package strategy templates from Developer Edition orgs for use in multiple Salesforce orgs. Independent software vendors can also publish templates on AppExchange for distribution to their subscribers. Strategies not marked as templates in managed packages have intellectual property (IP) protection and can’t be edited or cloned. IP protection safeguards proprietary information in your strategies.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=platform.nba_ref_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Next Best Action.">View supported editions for Next Best Action</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="d61787e60">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d61787e60 ">To create a strategy:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d61787e60 ">
              <p>Modify All Data</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Manage Next Best Action Strategies</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d61787e60 ">To create a managed package:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d61787e60 ">Create AppExchange Packages</td>

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

You distribute changes to strategy templates via a managed package. Subscribers who install a strategy template can open it in Strategy Builder and clone it to customize it for their own use. When you publish updates to strategy templates via a package upgrade, template updates don’t affect subscribers’ copies.

1. In Strategy Builder, create the strategy that you want to make into a template.
2. Open the strategy’s properties and select **Template**.
    
    ![New Strategy dialog](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/next_best_action/nba_strategy_template_checkbox.png)
3. If you must, create your managed package.
4. Distribute the strategy template in the managed package and let your subscribers know it’s available.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_example.png)

Example

Suppose you build and package strategies for insurance companies. Because insurance laws and regulations can vary by location, your subscribers want the ability to modify your strategies when needed. They can do this using strategy templates you create.

#### See Also

- [Create a Strategy with Strategy Builder](https://help.salesforce.com/s/articleView?id=platform.nba_strategy_builder_creating.htm&release=264.0.0&type=5 "Once you’ve created flows and recommendation records, use Strategy Builder to funnel the correct recommendations to your users at the right time.")
- [_First-Generation Managed Packaging Developer Guide_](https://developer.salesforce.com/docs/atlas.en-us.pkg1_dev.meta/pkg1_dev/sharing_apps.htm)
- [Create a First-Generation Managed Package](https://developer.salesforce.com/docs/atlas.en-us.pkg1_dev.meta/pkg1_dev/creating_packages.htm)