---
schema_version: "1"
id: b8b2008ea7c610af01e436bd36f2351b6d9f4168d9a89858f046192ba7f704a4
title: Create and Manage CRM Analytics Templates in Analytics Studio
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_create_manage_templates_intro.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_create_manage_templates_intro.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8241dce2f3a5429aa6840649a6b7e1d4bb179f066e50ebae0619218aeda9be70
description: 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.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Create and Manage CRM Analytics Templates in Analytics Studio

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

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](https://help.salesforce.com/articleView?id=analytics.bi_dev_tools.htm&type=5&language=en_US).

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

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.](https://developer.salesforce.com/docs/analytics/bi-dev-guide-wave-templates/guide/)

- **[Create a Template](https://help.salesforce.com/s/articleView?id=analytics.bi_template_create.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=analytics.bi_template_manage.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=analytics.bi_template_considerations.htm&release=264.0.0&type=5)**  
    When creating and managing CRM Analytics templates, be aware of these considerations and limitations.