---
schema_version: "1"
id: 7f39a8d15e9bd2240d534030c2bf3bec4cad1ee9fd113e5b288018ccae60844f
title: Create a Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 75dd853698ee22f267e3185fc3ce8b155d721304665aeef6fce3110f6816edd0
description: 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.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d75596e72">User Permissions Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d75596e72 ">To create and manage templates:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d75596e72 ">CRM Analytics Growth permission set license with Manage CRM Analytics Templated Apps
                user permission</td>

            </tr>
          </tbody>
        </table>

![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 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

1. Navigate to **Analytics Studio**.
2. 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.
3. 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.
4. Find your template on the **Analytics Studio** home page by clicking **All Items** and then selecting the **Templates** tab.