Note: this page is not about Text Templates. It’s about turning Flows into Flow Templates.
And here are several video webinar intros:
- This video introduces Flow Templates and demos several that can be installed from AppExchange.
- Here’s another video introduction.
- And here’s a third video.
The full set of installable AppExchange templates is available here.
Documentation and How-To
Flows can be configured to be templates. This is done here:
Normally, 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:
Official documentation about templates
Standard Templates and Packaged Templates
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: