Create Apps from CRM Analytics Templates: Start Here

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 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.