---
schema_version: "1"
id: 07c107bfdadf8323bb4131addb5ec06a83a5b93172a46c57f6199164953ef96d
title: Managing Your Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_manage.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_manage.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9b315825787df58e466d4a3fc9369f75bbd630ca658b7c2efc2808d80ced0d4e
description: 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.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# 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.

### 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="d106482e68">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d106482e68 ">To create and manage templates:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d106482e68 ">CRM Analytics Growth permission set license with Manage CRM Analytics Templated
            Apps user permission</td>

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

![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 Managing templates isn’t applicable for CRM Analytics Templates for Prebuilt Apps. CRM Analytics delivers these templates and they can’t be updated or deleted.

- Navigate to **Analytics Studio**.
- Click **All Items** in the left panel, then click **Templates**.

To update your template after modifying your source app assets.

- On the right of the template, click ![Action button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_integrate_replication_actions_button.png).
- Click **Update**. This option only appears if your template has a source app.

To delete your template, decouple it from the source app first.

- On the right of the template, click ![Action button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_integrate_replication_actions_button.png).
- Click **Decouple App**.
- Review the next screen. It warns you that decoupling an app from its source permanently disables app updates. To continue with the action, click **Decouple**. If not, click **Cancel**.
- On the right of the template, click ![Action button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_integrate_replication_actions_button.png) again.
- Click **Delete**. The next screen warns you that deletes are final and can’t be recovered. To continue with the action, click **Delete**. If not, click **Cancel**.