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.
Required Editions
| Available in Salesforce Classic and Lightning Experience. |
| Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. |
| User Permissions Needed | |
|---|---|
| To create and manage templates: | CRM Analytics Growth permission set license with Manage CRM Analytics Templated Apps user permission |
Important Before following these steps, read the considerations for creating a
template. Not all apps are appropriate for templatization, and customizing a template requires
the use and knowledge of developer tools
- Navigate to Analytics Studio.
- Open your app, click Create, then Template. If a template exists for your app or the app was created from an existing template, the Template selection doesn’t appear in the create menu.
-
Review the next screen. It asks if you’re sure that you want to create the template. If
you’re sure, click Create. If not, click Close or
the X in the upper right corner
After clicking Create, the screen displays a Creating Template progress indicator. If there are any errors in creation, you’re notified and the template creation fails. When template creation completes successfully, the screen closes with a notification that the template is complete.
- Find your template on the Analytics Studio home page by clicking All Items and then selecting the Templates tab.