A consultant built an Einstein Analytics app for the Sales Operations team.

Salesforce Tableau-CRM-and-Einstein-Discovery-Consultant Question Answer

A consultant built an Einstein Analytics app for the Sales Operations team. The Sales Operations team wants to share their app with other people at the company. The consultant recommends distributing the app as an Einstein Analytics template app.

What can the consultant do to give the Sales team more choices and options with future apps that are generated from the Sales Operations app'

Update contents in the Sales Operations app and changes will be pushed down to its generated apps.

Ensure the Sales team has the necessary permissions to customize their apps.

Create a configuration wizard for the app.

Update contents in the Sales Operations app and create new template versions of the app.

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Update on: Oct 15, 2025
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A consultant built an Einstein Analytics app for the Sales Operations team.

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