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            Create a Template

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            Create a Template

            Create a template to package your app for customization and distribution to other organizations. The app you choose to create a template for is called the source app.

            Required Editions

            Available in Salesforce Classic and Lightning Experience.
            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
            User Permissions Needed
            To create and manage templates: CRM Analytics Growth permission set license with Manage CRM Analytics Templated Apps user permission
            Important
            Important Before following these steps, read the considerations for creating a template. Not all apps are appropriate for templatization, and customizing a template requires the use and knowledge of developer tools
            1. Navigate to Analytics Studio.
            2. Open your app, click Create, then Template. If a template exists for your app or the app was created from an existing template, the Template selection doesn’t appear in the create menu.
            3. Review the next screen. It asks if you’re sure that you want to create the template. If you’re sure, click Create. If not, click Close or the X in the upper right corner
              After clicking Create, the screen displays a Creating Template progress indicator. If there are any errors in creation, you’re notified and the template creation fails. When template creation completes successfully, the screen closes with a notification that the template is complete.
            4. Find your template on the Analytics Studio home page by clicking All Items and then selecting the Templates tab.
             
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