Analytics Templates Developer Guide

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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
Step 3: Edit the JSON Files
Wizard Best Practices
Edit template-info.json
Edit folder.json
Edit auto-install.json
Edit org-readiness.json
Edit variables.json
Edit ui.json
Edit Rules Files
Use the Apex WaveTemplateConfigurationModifier Class
Use the Apex Access Methods
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
PDF

Wizard Best Practices

To deliver an optimal user experience, adopt these best practices when creating a wizard.
  • Strike a balance between too few questions and too many. Too few questions provide insufficient flexibility for the user creating the app, while too many questions can be daunting.
  • Strike a balance between the number of questions on each wizard page and the number of pages in the wizard. Too many questions on each wizard page require the user to scroll down, a practice to avoid. A wizard with too many pages is cumbersome. We recommend a page that contains 5-8 questions.
  • Group wizard questions by theme. For example, questions about quotas on one page and questions about products on another.
  • Use templates without a configuration wizard for testing the creation of the template object.
  • Organize like variables together. For instance, group variables about the Product dimension together.
  • Consider using the Apex WaveTemplateConfigurationModifier class to create a smart wizard that can automatically check the data in your org. See Use the Apex WaveTemplateConfigurationModifier Class.
  • You can customize smart wizard pages using VisualForce pages and a JavaScript library.
  • For embedded apps, don’t create any questions that depend on user interaction unless you create your own user interface for installation or you add a WaveTemplateConfigurationModifier class. Auto-install requests automatically create the app in customer orgs on package install of the template, with no CRM Analytics Studio configuration wizard for users.