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CRM Analytics Distribution and Packaging
Package and distribute your CRM Analytics assets.
CRM Analytics Supports Asset Distribution and Packaging
Developers, partners, and ISVs can deploy, license, and manage CRM Analytics apps as managed apps on AppExchange, just like standard Salesforce components. Upgrade, delete, and deprecate operations are supported. Customers can browse these apps and install them.
Manage your AppExchange offerings via the License Management Application where you can specify the licensing options and create lead and license records for each install of your package. Partners can control the usage of their CRM Analytics apps by the number of users. Administrators can assign these licenses to the users, subject to the terms of the license.
To publish CRM Analytics apps on appexchange, partners can contact their Salesforce Partner Account Manager (PAM) or Technical Evangelist (TE).
- CRM Analytics Packaging Considerations
Keep these considerations in mind when using packages to distribute CRM Analytics to other Salesforce users and organizations. - Migrate CRM Analytics Assets with Change Sets
Use change sets to move customized CRM Analytics assets between orgs that have a deployment connection. For example, create a CRM Analytics app containing dashboards, lenses, datasets, dataflows in your Sandbox org, then migrate the app assets to your production org once testing is complete. - Tips for Migrating CRM Analytics Assets with an Ant Script
If you use the Salesforce Ant Migration Tool to migrate CRM Analytics assets between orgs, consider the following tips. - Package CRM Analytics Assets in Managed Packages
You can create managed packages of CRM Analytics assets, including CRM Analytics apps, dashboards, lenses, datasets, recipes, dataflows, and user XMD. Use packages to distribute those assets to other users within or outside your company. - Distribute CRM Analytics Assets Through AppExchange
Once your managed package is certified through our security review, you can make it available to your customers by uploading it to AppExchange. You can specify your package release type, control major and minor version numbers, and specify licensing options through the Licensing Management Application. - Use the Metadata API for CRM Analytics Assets and User XMD
CRM Analytics provides full support for the Metadata API, which can be used to retrieve, deploy, create, update, or delete customizations for your organization.
