Analytics Templates Developer Guide

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

Analytics Templates Release Notes

Use the Salesforce Release Notes to learn about the most recent updates and changes to Analytics Templates.

Analytics Templates use several different tool sets, including the CRM Analytics Connect REST API, the Salesforce Analytics CLI Plugin, Apex classes, and Lightning Web Components.

For a list of all current developer changes, see CRM Analytics in the Salesforce Release Notes.

If the Analytics Development section in the Salesforce Release Notes isn’t present, there aren’t any updates for that release.

Note