In Salesforce Nonprofit Cloud, Action Plan Templates are used to standardize repeatable processes, such as the steps required to onboard a new client or complete a grant application. To ensure data integrity and version control, Salesforce treats published Action Plan Templates as "locked" records.
When an organization needs to modify an "Active" or "Published" template—such as adding new tasks—the system does not allow direct editing of the existing record to prevent breaking current active Action Plans that were generated from that specific version. The standard procedure for a consultant is as follows:
Clone the Template: The user must select the existing Action Plan Template and use the Clone action. This creates a new "Draft" version of the template with all the existing tasks copied over.
Modify the Draft: In the new draft record, the consultant can add the additional tasks, define their priority, set the number of days for completion, and assign roles or specific users to those tasks.
Publish: Once the modifications are complete, the new template must be Published. Publishing makes the template available for users to generate new Action Plans.
Retire the Old Template: Although not strictly required to make the new tasks work, it is best practice for a consultant to deactivate or rename the old version to ensure staff only use the most up-to-date process moving forward.
Option B is incorrect because Salesforce does not typically allow you to "deactivate and edit" the task structure of a template that has already been published. Option A describes a specific setting that allows end-users to add extra tasks to an individual instance of a plan, but it does not address the requirement of updating the master template itself.
