Step 1: Create the WaveTemplate Object

Once you’ve created an app to serve as your source app, turn it into a template by creating the WaveTemplate object and all its files.

You can use CRM Analytics Studio, commands in the CLI or Microsoft Visual Studio (VS) Code to turn your app into a template.

To use CRM Analytics Studio, see Create and Manage CRM Analytics Templates in Analytics Studio.

To use the commands, first locate the 18-character app ID—the folder ID—for the source app. You can find it appended to the URL for the app (in bold):

https://salesforce.com/analytics/application/00l0b000002AynIAAS/edit

• Create a Template with the Command Line Interface

  Use analytics template commands to create templates with the Salesforce Analytics Command Line Interface (CLI). You can also use the CLI to manage existing templates.

• Create and Update a Template with Visual Studio Code

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