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
Create a Template with the Command Line Interface
Create and Update a Template with Visual Studio Code
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

Step 1: Create the WaveTemplate Object

Once you’ve created an app to serve as your source app, turn it into a template by creating the WaveTemplate object and all its files.

You can use CRM Analytics Studio, commands in the CLI or Microsoft Visual Studio (VS) Code to turn your app into a template.

To use CRM Analytics Studio, see Create and Manage CRM Analytics Templates in Analytics Studio.

To use the commands, first locate the 18-character app ID—the folder ID—for the source app. You can find it appended to the URL for the app (in bold):

https://salesforce.com/analytics/application/00l0b000002AynIAAS/edit