Create and Update a Template with Visual Studio Code

Use Microsoft Visual Studio (VS) code to create and update a template.

1. Create the template. In the Command Palette, enter Create Analytics Template.

   Select the Analytics app from the dropdown list.

   The command returns something like the following: Successfully created Analytics template [0Nk0S0000008OJNSA2]

   The WaveTemplate object and all its files are on your scratch org. Next, retrieve the object by pulling the files to your local workstation for editing.

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Why CRM Analytics Templates?

Choose Your Tool

The Process at a Glance

Prerequisites

Step 1: Create the WaveTemplate Object

Create a Template with the Command Line Interface

Create and Update a Template with Visual Studio Code

Step 2: Retrieve (Export) the WaveTemplate Object

Step 3: Edit the JSON Files

Step 4: Deploy the WaveTemplate Object

Step 5: Test the Template

Step 6: Share the Template

Step 7: Create New (Downstream) Apps from the Template

Step 8: Update an Existing Template

Share CRM Analytics Assets Between Apps

Features Not Supported in This Release

Release Notes

API End-of-Life Policy

Appendix

Previous Versions