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            Create Apps from CRM Analytics Templates: Start Here

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            Create Apps from CRM Analytics Templates: Start Here

            Follow these general procedures when you create Apps from any CRM Analytics Template. Before you create an app, see the help for the CRM Analytics Template you want to use for requirements and instructions specific to that template.

            Required Editions

            User Permissions Needed
            To create apps from CRM Analytics templated apps and manage them: Manage CRM Analytics Templated Apps
              Edit CRM Analytics Dataflows

            Before creating an app, set up your org to use the CRM Analytics platform and CRM Analytics templated apps. See Set Up the CRM Analytics Platform.

            Tip
            Tip For best results, follow the steps in the order shown.
            1. Create and Share an App from a CRM Analytics Template
              Create and share an app from the CRM Analytics template of your choice.
            2. How to Answer CRM Analytics Template Custom Wizard Questions
              Some CRM Analytics templates include a custom configuration wizard, which asks you a series of questions about your data. Follow these general guidelines to get the best result. Help for each template with a custom wizard provides details for that template.
            3. Schedule Data Refresh for a CRM Analytics Template
              The app creation process includes data assets that import the latest data to CRM Analytics. Schedule the app to be refreshed every day to ensure that your app uses up-to-date data. An app refresh runs all the data assets associated with the app in the required order, including recipes, dataflows, connectors, Einstein Discovery models, and prediction definitions.
            4. Set Field Level Security to Enable Creation of an CRM Analytics Template
              Before creating an app from a template, you may have to give the Analytics Integration User access to all fields used in the app.
            5. Reconfigure a CRM Analytics App
              To restore deleted or altered dashboards or change wizard settings, reconfigure an existing app.
            6. Upgrade a CRM Analytics App
              Take advantage of a CRM Analytics app’s latest features by upgrading when we release a new version.

            See Also

             
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