Flow Templates

<a href="https://unofficialsf.com/pauple_helpie/14470/">back to Wiki Home</a>Note: this page is not about Text Templates. It's about turning Flows into Flow Templates.<h2>Introductions</h2><a href="https://appexchange.salesforce.com/appxContentListingDetail?listingId=a0N3A00000FR5C8UAL">Here's a quick intro post about Flow Templates. </a>And here are several video webinar intros:<ul><li><a href="https://www.salesforce.com/video/7823752/">This video</a> introduces Flow Templates and demos several that can be installed from AppExchange.</li><li><a href="https://www.salesforce.com/video/7830069/">Here's another video introduction. </a></li><li><a href="https://www.youtube.com/watch?v=VAdHAyLYbcs">And here's a third video.</a></li></ul>The full set of installable AppExchange templates <a href="https://appexchange.salesforce.com/appxStore?type=Flow">is available here</a>.<h2>Documentation and How-To</h2>Flows can be configured to be templates. This is done here: <img class="alignnone wp-image-25127" src="https://unofficialsf.com/wp-content/uploads/2021/09/Screen-Shot-2021-09-03-at-1.46.12-PM-1030x1002.png" alt="" width="440" height="428" />Key FunctionalityNormally, Standard Flows and flows in managed packages can not be viewed or modified. If you open them, you just see a blank canvas. However, if the Template box is enabled on a flow, then anyone with Manage Flows permission will be able to open the flow and modify it. They will not be able to save their changes directly back to the template, but they will be able to save their version as a new flow.Flow Templates are visible as choices in the New Flow window:<img class="alignnone size-large wp-image-25130" src="https://unofficialsf.com/wp-content/uploads/2021/09/Screen-Shot-2021-09-03-at-2.19.38-PM-1030x831.png" alt="" width="1030" height="831" />Official documentation about templates<a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_forcecom_flow_create_install_prebuilt_bus_proc.htm&amp;type=5&amp;release=218">Release Notes</a><h2>Standard Templates and Packaged Templates</h2>Flows that are built inside of Salesforce and made available in orgs 'out-of-the-box' are referred to as Standard Flow Templates. Here are examples of doc pages referring to Standard Flow Templates:<a href="https://help.salesforce.com/s/articleView?id=sf.ls_customize_flows.htm&amp;type=5">Salesforce Scheduler 1</a><a href="https://help.salesforce.com/s/articleView?id=sf.ls_provided_flows.htm&amp;type=5">Salesforce Scheduler 2</a><a href="https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_admin_guide.meta/financial_services_cloud_admin_guide/fsc_flow_mort_customize_flows.htm">Financial Services Cloud</a>ISV's and other Salesforce customers can also mark flows to be templates. <a href="https://support.taskray.com/hc/en-us/articles/360024298133-About-Flow-Templates">Here's an example from Taskray</a> and<a href="https://www.getaccept.com/blog/salesforce-flow-templates"> here's one from GetAccept.</a><a href="https://unofficialsf.com/the-salesforce-automation-and-decisioning-wiki/about-this-wiki/">About This Wiki</a> <a href="https://unofficialsf.com/the-salesforce-automation-and-decisioning-wiki/submission-guidelines/">Contribute to this page!</a>

Flow Templates

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