---
schema_version: "1"
id: 580761ebd5b23b966527e79952b59463d1b46cb1ea6f6bdb336bf1f5c746550d
title: Create a CRM Analytics Template Configuration
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/create_template_configuration.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.create_template_configuration.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 181cff7179be5449513e6ef5ce57eea14b0c088d7d0fd1a729f0ad27aecec9fb
description: Create a CRM Analytics template configuration to generate prediction scores for your use case. The template configuration creates a CRM Analytics app, an Einstein Discovery model, and preconfigured recipes based on the settings defined in the template configuration.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Create a CRM Analytics Template Configuration

Create a CRM Analytics template configuration to generate prediction scores for your use case. The template configuration creates a CRM Analytics app, an Einstein Discovery model, and preconfigured recipes based on the settings defined in the template configuration.

### 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: Lightning Experience</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%">
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        <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="d1765e54">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d1765e54 ">To create a CRM Analytics template configuration:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d1765e54 ">Scoring Framework Admin</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d1765e54 ">To install a CRM Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d1765e54 ">Manage CRM Analytics Templated Apps</td>

          </tr>
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      </table>

1. From Setup, in the Quick Find box, enter Industries Cloud Einstein, and then select **Scoring Framework**.
2. In the New Template Configuration card, click ![Create CRM Analytics template configuration button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-ai_accelerator_scoring_framework-264-0-0-production-enus/579cbc22-5fe0-45e4-b0a0-608ab8690ae6/ai_accelerator_scoring_framework/images/create_template_configuration_icon.png).
3. Select the template configuration type relevant for your scoring use case.
4. Enter a unique label for the template configuration.
    
    The API name of the template configuration is autopopulated based on the label and can’t be edited.
5. Select whether you want to only train or want to train and deploy the Einstein Discovery model for your use case.
    
    The Einstein Discovery model is a part of the CRM Analytics app that’s created based on the template configuration. You can validate the input features and prediction accuracy of your model by only training it. You can then train and deploy the model.
6. If needed, enter a description for the template configuration.
    
    The template configuration’s description appears on the template configuration’s card on the Scoring Framework Setup page.
7. Perform a step:
    1. To create and then to continue defining the template configuration, click **Save & Continue**.
    2. To stop creating the template configuration and return to the Scoring Framework Setup page, click **Back**.