Use Visual Studio Code to Retrieve the Template Files

Pull the template metadata from the scratch org to your local workspace using the Command Palette Pull Source from Default Scratch Org. Use VS Code to view and edit the template files.

The command stores the template files on your system under the folder main\default\waveTemplates\MyNewTemplate

Use VS Code to edit and customize the template. You must have the Salesforce Analytics Extension Pack installed. To get content assist and validation when you edit a template json file, make sure the VS Code language mode is set to ADX Template Json.

For information on setting up and using the VS Code for template development, see Prerequisites.

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Why CRM Analytics Templates?

Choose Your Tool

The Process at a Glance

Prerequisites

Step 1: Create the WaveTemplate Object

Step 2: Retrieve (Export) the WaveTemplate Object

Use the Salesforce CLI to Retrieve the Template Files

Use Visual Studio Code to Retrieve the Template Files

Template Folder Structure

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