# Templated apps setup, reconfiguration and upgrades

*CRM Analytics and Einstein Discovery Consultant Study Guide · Analytics Dashboard Design · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/crm-analytics-and-einstein-discovery-consultant/analytics-dashboard-design/templated-apps-setup-reconfiguration-and-upgrades*

Which templated app fits a requirement, how Basic and Custom creation and the configuration wizard work, the data each app needs first, what Reconfigure, Upgrade and Create new app do to customisations, and how app refreshes and event log timing behave.

- Certification: Salesforce CRM Analytics and Einstein Discovery Consultant
- Exam section: Analytics Dashboard Design
- Study guide: https://www.certifyforce.com/study-guide/crm-analytics-and-einstein-discovery-consultant

**Official exam objective:**

> Identify the appropriate use and configuration of a standard CRM Analytics templated app to meet business requirements.

## What the exam expects

- Recommend a templated app (Sales Analytics, Service Analytics, Approval Analytics, Event Monitoring Analytics) from the data and the question the business has.
- Choose Basic or Custom creation and explain what the configuration wizard can and cannot change.
- Check an org's data and access prerequisites before creating Sales Analytics or Approval Analytics.
- Choose between Reconfigure app, Upgrade current app and Create new app, and say which customisations each removes.
- Keep templated app data fresh from App Install History, and explain why event log data lags.
- Monitor how teams use CRM Analytics assets with the Adoption Analytics app.

Key terms: **templated app** (an app created from a template with ready-made datasets, lenses and dashboards); **configuration wizard** (the questions whose answers shape the app's data and dashboards); **Basic option** (one-click creation with the default wizard answers); **Reconfigure** (re-running the wizard on the current version); **Upgrade current app** (overwriting the app with a new template version); **App Install History** (the Setup page that monitors installs and runs refreshes).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Basic option | Creates the app with default wizard answers | [Create Apps](https://trailhead.salesforce.com/content/learn/modules/wave_apps_basics/wave_apps_creating_wave_apps) |
| Wizard scope | Filters and KPI fields; not layout or most content | [Create Apps](https://trailhead.salesforce.com/content/learn/modules/wave_apps_basics/wave_apps_creating_wave_apps) |
| Sales Analytics data | Event and task on an opportunity; history on Amount, Stage, CloseDate | [Sales Analytics Limitations](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_limitations.htm&type=5&language=en_US) |
| Sales Analytics external data | Only a user-level quota CSV | [Sales Analytics Limitations](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_limitations.htm&type=5&language=en_US) |
| Approval Analytics | Approval process with a submitted record; Integration User FLS | [Approval Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi_template_approval.htm&type=5&language=en_US) |
| Upgrade current app | Overwrites assets; deletes dataflow additions, security, labels, colours | [Upgrade Sales Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_upgrade.htm&type=5&language=en_US) |
| Reconfigure | Restores dashboards, changes answers, removes customisations | [Reconfigure Sales Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_reconfigure.htm&type=5&language=en_US) |
| Deleted app | Wizard answers aren't retained | [Reconfigure Sales Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_reconfigure.htm&type=5&language=en_US) |
| App refresh schedule | Daily or weekly, scheduling user's time zone | [Manage Templated Apps](https://help.salesforce.com/s/articleView?id=analytics.bi_app_install_history_overview.htm&type=5&language=en_US) |
| Adoption Analytics data | Only CRM Analytics logs; up to 365 days, counted against rows | [Adoption Analytics Considerations](https://help.salesforce.com/s/articleView?id=analytics.bi_template_adoption_limitations.htm&type=5&language=en_US) |
| Daily event log files | Unavailable for at least one day after the event | [Event Monitoring Analytics App](https://help.salesforce.com/s/articleView?id=analytics.bi_app_admin_wave.htm&type=5&language=en_US) |

## Check yourself

- What does a "Reset app" link below the app name tell you?
- Why download the code file on the upgrade's impacted-assets screen?
- When can a user schedule a templated app refresh from App Install History?
- Which event log file frequency can't feed the Event Monitoring Analytics App?

## Sources

- [Deploy CRM Analytics Industry Apps and Prebuilt Apps](https://help.salesforce.com/s/articleView?id=analytics.bi_app_prebuilt.htm&type=5&language=en_US)
- [Create CRM Analytics Apps (Trailhead)](https://trailhead.salesforce.com/content/learn/modules/wave_apps_basics/wave_apps_creating_wave_apps)
- [Accelerate CRM Analytics with Apps (Trailhead)](https://trailhead.salesforce.com/content/learn/modules/wave_apps_basics/wave_apps_accelerating_analytics_with_wave_apps)
- [Understand Sales Analytics Limitations](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_limitations.htm&type=5&language=en_US)
- [Increase Approval Process Visibility with the Approval Analytics App](https://help.salesforce.com/s/articleView?id=analytics.bi_template_approval.htm&type=5&language=en_US)
- [Upgrade Sales Analytics App](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_upgrade.htm&type=5&language=en_US)
- [Reconfigure Sales Analytics](https://help.salesforce.com/s/articleView?id=analytics.bi_app_sales_wave_reconfigure.htm&type=5&language=en_US)
- [Manage Templated Apps](https://help.salesforce.com/s/articleView?id=analytics.bi_app_install_history_overview.htm&type=5&language=en_US)
- [Event Monitoring Analytics App](https://help.salesforce.com/s/articleView?id=analytics.bi_app_admin_wave.htm&type=5&language=en_US)
- [Adoption Analytics Template](https://help.salesforce.com/s/articleView?id=analytics.bi_template_adoption.htm&type=5&language=en_US)
- [Set Up Your Org for the Adoption Analytics App](https://help.salesforce.com/s/articleView?id=analytics.bi_template_adoption_org_requirements.htm&type=5&language=en_US)
- [Schedule the Data Refresh for the Adoption Analytics App](https://help.salesforce.com/s/articleView?id=analytics.bi_template_adoption_schedule_dataflow.htm&type=5&language=en_US)
- [Adoption Analytics App Considerations](https://help.salesforce.com/s/articleView?id=analytics.bi_template_adoption_limitations.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 12 linked practice questions, and unlimited timed mock exams are included with the CRM Analytics and Einstein Discovery Consultant pack (USD $19): https://www.certifyforce.com/practice-exams