Manage Templated Apps

CRM Analytics templated apps have multistep processes for installation and upgrades. Use the App Install History page to monitor installations in progress, track the assets created for the app, and view logs to troubleshoot any installation issues. After an app is installed, run or schedule one-click data refreshes.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions

From Setup, in the Quick Find box, enter App Install History, and then select App Install History.

The main App Install History setup page.

Only Templated apps shared with manage access are visible to the user.

The home page shows the installed CRM Analytics templated apps that are shared with manage access to your user. Embedded apps that are auto-installed and templated apps installed from Analytics Studio are listed here. The summary information includes the app name, the install overview for each app, the last modified date, the log size, the install duration time, and the next app refresh.

App Refresh

When an app is installed, the data assets used by the app must be refreshed to provide to most up-to-date insights for you and your users. To refresh all of the data assets for an installed app, in the correct order, you can refresh the app on-demand or create a schedule.

Note The refresh action menu, used to refresh and schedule apps, is only available for users with CRM Analytics Growth or Plus permissions. If a user only has CRM Analytics Embedded App permissions, they can't access refresh or schedule actions.

The action dropdown for an installed app.

To run a data refresh for your app immediately, from the app’s actions, select Refresh Now. To schedule regular data refreshes, select Schedule.

The window to set the schedule for an app refresh.

You can schedule daily or weekly refreshes. The refresh runs according to the time zone of the user who set the schedule.

Monitor and Troubleshoot Templated App Installations
Click an app name to see the entire install history for the app, cancel running installations, and view app logs and state. The app logs and state provide details for each installation and each task. Use this information for troubleshooting why an installation or task wasn’t successful or when an installation was canceled.