Package Pre-Built Business Processes That Subscribers Can Open and Build Upon

Create process and flow templates that subscribers can view and clone, and that you can maintain via package upgrades. When installed from managed packages, processes and flows can’t be viewed or cloned by subscribers because of intellectual property (IP) protection. But when those processes and flows are templates, subscribers can open them in a builder, clone them, and customize the clones. You can upgrade templates as needed without affecting subscribers’ clones.

Where: This change applies to Lightning Experience and Salesforce Classic in Professional, Enterprise, Performance, Unlimited, and Developer editions.

Why: Suppose you build and package processes and flows for insurance companies. Because insurance laws and regulations can change and vary by location, your subscribers want the ability to modify your pre-built business processes when needed.

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.

We recommend that you package only inactive process templates except when you’re sure that subscribers want those processes to be active upon installation.

Related Updates for Developers

Metadata API
Added the isTemplate field to the Flow metadata type.
Tooling API
Added the IsTemplate field to the Flow object.