---
schema_version: "1"
id: 6ae95c4476fc90d178817f0e62228bbe2c23f07653ecd6c0cb7716a946a784cf
title: "Create Apps from CRM Analytics Templates: Start Here"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_app_prebuilt_getting_started.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_app_prebuilt_getting_started.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f68e1360e6be7a160c541cc51f248f7560385773fd0eb930a9e7fc86f8f3b173
description: Follow these general procedures when you create Apps from any CRM Analytics Template. Before you create an app, see the help for the CRM Analytics Template you want to use for requirements and instructions specific to that template.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Create Apps from CRM Analytics Templates: Start Here

Follow these general procedures when you create Apps from any CRM Analytics Template. Before you create an app, see the help for the CRM Analytics Template you want to use for requirements and instructions specific to that template.

### Required Editions

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          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d124265e34">User Permissions Needed</th>
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          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d124265e34 ">To create apps from CRM Analytics templated apps and manage them:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d124265e34 ">Manage CRM Analytics Templated Apps</td>

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          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d124265e34 ">&nbsp;</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d124265e34 ">Edit CRM Analytics Dataflows</td>

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Before creating an app, set up your org to use the CRM Analytics platform and CRM Analytics templated apps. See [Set Up the CRM Analytics Platform](https://help.salesforce.com/s/articleView?id=analytics.bi_help_setup.htm&release=264.0.0&type=5 "Set up your organization to use CRM Analytics and assign basic permission sets or create and assign your own custom permission sets.").

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_tip.png)

Tip For best results, follow the steps in the order shown.

1. **[Create and Share an App from a CRM Analytics Template](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_create_app.htm&release=264.0.0&type=5)**  
    Create and share an app from the CRM Analytics template of your choice.
2. **[How to Answer CRM Analytics Template Custom Wizard Questions](https://help.salesforce.com/s/articleView?id=analytics.bi_template_custom_wizard_guidelines.htm&release=264.0.0&type=5)**  
    Some CRM Analytics templates include a custom configuration wizard, which asks you a series of questions about your data. Follow these general guidelines to get the best result. Help for each template with a custom wizard provides details for that template.
3. **[Schedule Data Refresh for a CRM Analytics Template](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_schedule_dataflow.htm&release=264.0.0&type=5)**  
    The app creation process includes data assets that import the latest data to CRM Analytics. Schedule the app to be refreshed every day to ensure that your app uses up-to-date data. An app refresh runs all the data assets associated with the app in the required order, including recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions.
4. **[Set Field Level Security to Enable Creation of an CRM Analytics Template](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_field_level_security.htm&release=264.0.0&type=5)**  
    Before creating an app from a template, you may have to give the Analytics Integration User access to all fields used in the app.
5. **[Reconfigure a CRM Analytics App](https://help.salesforce.com/s/articleView?id=analytics.bi_app_reconfigure.htm&release=264.0.0&type=5)**  
    To restore deleted or altered dashboards or change wizard settings, reconfigure an existing app.
6. **[Upgrade a CRM Analytics App](https://help.salesforce.com/s/articleView?id=analytics.bi_app_upgrade.htm&release=264.0.0&type=5)**  
    Take advantage of a CRM Analytics app’s latest features by upgrading when we release a new version.

#### See Also

- [Set Up the CRM Analytics Platform](https://help.salesforce.com/s/articleView?id=analytics.bi_help_setup.htm&release=264.0.0&type=5 "Set up your organization to use CRM Analytics and assign basic permission sets or create and assign your own custom permission sets.")