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Why might a System Administrator be unable to edit the Action Plan template?

Edit option needs to be added to Action Plan template page layout

Administrator lacks "Edit" permissions to Action Plan template

Published templates cannot be changed

The reason a System Administrator might be unable to edit the Action Plan template is that published templates cannot be changed. Once an Action Plan template is published, it is locked to maintain its integrity and consistency for users who rely on it for process execution. This design ensures that ongoing processes using the template remain unaffected by any potential edits that could alter its functionality.

In contrast, the other scenarios revolve around permissions or layout settings, which do not apply when the template status is 'published.' While it's possible for an Administrator to lack certain permissions or require layout adjustments for non-published templates, these do not impede the ability to edit a published Action Plan template specifically. Therefore, the immutable nature of published templates is the definitive reason for the administrator’s inability to make edits.

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Changes must be requested from Salesforce support

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