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

Step 6: Share the Template

Distribute the template to others in your Salesforce org or other orgs by deploying to the Metadata API. Others with the correct permissions can then retrieve the template object from the Metadata API and make their own contributions. See the Prerequisites section in this document.

  • Create and install a first or second-generation package with WaveTemplate as the component type.

  • For templates that create embedded apps via the auto-install framework, to use the install hooks, you must include the auto-install.json file in the managed package with the other template files. When your managed package is deployed in a customer org, the app is automatically created from your packaged template with an auto-install request.

    Each org can only allow 10 auto-install requests to run at one time. If an org has 10 requests that are in progress, any subsequent requests are marked as new and must be manually started from the Auto-Installed Apps setup page. Use this page to monitor auto-install requests and app creation statuses and possible failures.

    Embedded apps may also be installed using custom Apex pages to generate auto-install requests for app creation.