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
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

Choose Your Tool

Microsoft Visual Studio (VS) Code together with Analytics plugin for Salesforce command-line interface (CLI) commands is the recommended way to develop CRM Analytics templates. Or, to create and manage CRM Analytics templates, you can use CRM Analytics Studio, the Salesforce Analytics CLI by itself, or VS Code.