CRM Analytics gives you a great way to leverage your CRM Analytics app development efforts because it allows you to create a template of your app. Instead of recreating your work, other organizations can use your template to create their own version of your app, built on their own data and org customizations.
After you develop your app, create and manage your template without leaving Analytics Studio.
Note Template creation is also supported with the CRM Analytics REST API and the SFDX Analytics
CLI plugin. For more information, see CRM Analytics Development Tools.
Important If you want to edit the template files to include features that let others
customize the version of the app that they create from your template, you must use development
tools. These tools include Visual Studio Code and the Analytics CLI plugin. For more information,
see the CRM Analytics Templates Developer
Guide.
- Create a Template
Create a template to package your app for customization and distribution to other organizations. The app you choose to create a template for is called the source app. - Managing Your Templates
Existing templates that you or other CRM Analytics admins created are manageable from CRM Analytics Studio. You can update, decouple from source apps, and delete templates. Before they can be deleted, templates must be decoupled from their source app. - Template Considerations and Limitations
When creating and managing CRM Analytics templates, be aware of these considerations and limitations.