Create or Install Pre-Built Business Processes That You Can Customize
Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: Suppose your company needs a process or flow that differs slightly for each country where you do business. You can create or install a template for the base business process and then clone it to create each country-specific business process.
How: To make a process a template, open it in Process Builder and click Edit Properties. For Template, select Yes. To make a flow a template, go to the flow list page in Setup. Find the flow, click Edit, and select Template.
Although you can activate templates and have them run just like other processes and flows, templates are typically kept inactive. After you clone a template and customize the clone, activate the clone in your org. If you install a template from a managed package and later install an upgrade, your template is overwritten with the updated version, but your clones aren’t affected.