---
schema_version: "1"
id: f6396524c7562cad3f46d1caf91a999a90cf0978396a368e92615aa354499a50
title: Customize Data Processing Engine Template Definitions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/dpe_extend_definitions.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.dpe_extend_definitions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c6077ea4c0ba94da911a9ea9138bae02010659a50ff99007d4f2ecd4673e2171
description: Customize an out-of-the-box Data Processing Engine (DPE) template definition to add data sources or nodes, adjust transformation logic, or support business calculations not included in the template.
products:
  - Cross Cloud
release: "264"
---
# Customize Data Processing Engine Template Definitions

Customize an out-of-the-box Data Processing Engine (DPE) template definition to add data sources or nodes, adjust transformation logic, or support business calculations not included in the template.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=ind.dpe_editions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported editions and availability for Data Processing Engine (DPE).">View supported editions</a>.</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 ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d17211e60">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d17211e60 ">To customize a template definition:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d17211e60 "><span>
                <a href="https://help.salesforce.com/s/articleView?id=ind.dpe_setup.htm&amp;release=264.0.0&amp;type=5" title="Assign users system permissions, object access, and permission sets that they require to manage, run, and monitor Data Processing Engine (DPE) definitions. User permissions for Data Processing Engine vary based on the runtime platform your company uses to run definitions.">View permissions information.</a>
              </span></td>

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

Review the DPE template to understand how nodes are connected and referenced by downstream nodes.

Cloning a template lets you safely modify logic in a new version without affecting the original. Because cloning copies all nodes, you can use the template as a baseline to save time and maintain consistency.

Keep these best practices in mind when modifying a template:

- Make sure that you have the required setup, permissions, and object access for all objects used in the definition. See [Data Processing Engine Setup](https://help.salesforce.com/s/articleView?id=ind.dpe_setup_parent.htm&language=en_US).
- If you add new calculated outputs, make sure that the target fields exist and map them correctly. For example, if a new forecast metric is required, create a custom field, then add that field as a forecast measure in the forecast logic in the cloned definition.

1. From Setup, find and select **Data Processing Engine**.
2. Search and open the out-of-the-box template that you want to customize.
    
    Templates are read-only. In the definition list, look for definitions marked as templates.
3. Click **Save As**.
4. Provide a name and description for the new definition.
5. Verify the API name and process type and modify them if needed.
6. Modify the new definition to meet business needs.
    
    Use the [builder](https://help.salesforce.com/s/articleView?id=ind.dpe_builder.htm&language=en_US) or [JSON](https://help.salesforce.com/s/articleView?id=ind.dpe_definition_json.htm&language=en_US) file to add, remove, or reconfigure nodes. Keep the [design considerations](https://help.salesforce.com/s/articleView?id=ind.dpe_best_practice.htm&language=en_US) in mind as you work.
7. [Activate](https://help.salesforce.com/s/articleView?id=ind.dpe_activate.htm&language=en_US) the definition.

![Analyze Product Cost and Profit Margins](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-data_processing_engine-264-0-0-production-enus/80e06924-e6c0-4b82-81cf-e99ccd77d857/images/icon_example.png)

Analyze Product Cost and Profit Margins

A company wants to see product costs and profit margins in account forecasts. Standard templates focus on quantity and revenue. To give demand planners visibility into margins:

- Add custom measure fields to capture cost and margin.
- Update the cloned definition to compute these values from data sources.
- Write back results for forecasting and planning.

This customization helps planners make informed pricing and discounting decisions for future periods.

#### See Also

- [Data Processing Engine Limits and Considerations](https://help.salesforce.com/s/articleView?id=ind.dpe_limits.htm&language=en_US)