--- schema_version: "1" id: 0f44031733292191ce0e1bae31f5cc3344115bbabc5747a42ac368765c6aa232 title: Create and Share an App from a CRM Analytics Template collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_templates_create_app.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_templates_create_app.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: dad6aa9ef38d067ea5b67edfbabe6821abb40611ac19112139951c56558cf583 description: Create and share an app from the CRM Analytics template of your choice. products: - CRM Analytics - Cross Cloud release: "264" --- # Create and Share an App from a CRM Analytics Template Create and share an app from the CRM Analytics template of your choice. ### Required Editions
User Permissions Needed
To create and manage CRM Analytics apps: Manage CRM Analytics Templated Apps
![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 help for the template you want to create. Each template has specific org setup and data requirements. Make sure that your org meets those requirements before trying to create the app. 1. Navigate to **Analytics Studio**. 2. Click **Create**, then select **App**. Alternatively, click **Template Gallery** to see app template overviews, get ideas for your dashboards, and select the best template for your use case. The gallery has categorization tags for quick reference and a Recommended section with the most popular templates. 3. Select a template. You might have to scroll to find it. Then click **Continue**. If the template you choose includes a configuration wizard, it opens now. The help for your template includes instructions about the wizard. Answer the questions on each page of the wizard. The first page asks you to choose between creating an app or using answers of an existing app if you’ve already created an app with that template. See the help for the template for instructions about using the wizard. If you don’t see a page with questions, you’re almost done creating your app. Some wizards perform a compatibility check of your org’s data. If so, you see a wizard page that shows each stage of the org check. If it uncovers any issues, you see error messages with instructions about how to address them. Fix the issues and try app creation again. 4. Name your app and click **Create**. You can optionally select a logging level to generate more detailed creation logs. The default level is Warning. ![The dropdown selector for the log level during app creation.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_templates_create_app_log_level.png) The creation process takes a few minutes. You can view the status on the next page. After it’s complete, refresh the page to see your app. To see the generated app log that describes which assets were created and any failure notifications, click the **Details** tab. To troubleshoot any app creation issues, use the App Install History Page in Setup. This page details the app creation process, the assets built, and the app state during creation. For more information, see [Monitor and Troubleshoot Templated App Installations](https://help.salesforce.com/s/articleView?id=analytics.bi_monitor_app_install.htm&release=264.0.0&type=5 "Click an app name to see the entire install history for the app, cancel running installations, and view app logs and state. The app logs and state provide details for each installation and each task. Use this information for troubleshooting why an installation or task wasn’t successful or when an installation was canceled."). ![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 If you see an error saying that the Analytics Integration User doesn’t have access to selected fields, edit [field level security](https://help.salesforce.com/s/articleView?id=platform.users_profiles_field_perms.htm&type=5&language=en_US) so that the Integration User has the required access and create the app again. Now that you’ve created the app, share it with users in your organization. You can only share it with users assigned the CRM Analytics Plus User permission set. 1. Open your app if it’s not already open. If you’ve navigated away from CRM Analytics Studio, go back to it, select **All Items**, find your app, and click it. 2. Click the Share icon ![The Analytics Studio share app icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_app_share.png)at upper right. 3. In the next screen, use the search field under **Invite others:** to find other users in your org. 4. Select whether you want to make the selected user a Viewer, Editor, or Manager of the app. ![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 Users with the Use Analytics Templated Apps permission and Editor or Manager access to the app can create, edit, and delete assets in the app. 5. Click **Add**, and then click **Save**.