Why Analytics Templates?

When you build an app using Analytics Studio, you load data into Analytics, transform it, create visualizations from the data, and design dashboards in a development or scratch org. Then, you store all the assets in an Analytics app—actually a folder used to contain all an app’s assets.

Instead of having to do all that work themselves, other organizations can use your template to create their own version of your app built around their own data. Once you’ve developed your app in Analytics Studio, turn it into a template with a simple command in Visual Studio Code or the Salesforce command line interface (CLI). Then distribute it to customers, partners, and other teams within your company. They deploy the template to their own Salesforce orgs and, with Analytics Studio, use it to create a custom version of the app using their own data—either from Salesforce or another environment.

You can edit the template files to include features that let users customization the version of the app they create from the template via a configuration wizard. When they create the app, they can customize the app’s appearance, how it consumes and displays data, which dashboards and charts to display, and other aspects of the app’s functionality.