Step 2: Retrieve (Export) the WaveTemplate Object

CRM Analytics templates are no different than any other metadata (such as Visualforce pages and Apex classes). You can retrieve the WaveTemplate object and its JSON files for editing using CLI or Microsoft Visual Studio (VS) Code. Then store them in a source code management system, and work with them using the development environment of your choice.

Performing this step overwrites your template object folder contents. If you’ve edited JSON files (such as rules.json), make sure you first push those changes back to the development org as described in Step 4: Deploy the WaveTemplate Object.

Note