App Template Framework Overview

A purpose-built app development & management framework for ongoing analytic app success, built on Data 360, Tableau Next, and the Salesforce Platform.

GOAL: Make analytics, flows, and other features work out of the box as trusted solutions, so customers can drive business action.

Three Core Pillars 
DEVELOPINSTALLMANAGE
Build highly flexible, templatized apps that adapt to any customer environment.

Key Tools:
Template Builder
VS Code plug-in
CLI Integration
Metadata API & Packaging
Scratch Org support		Deploy apps with confidence using automated setup and data processing.

Key Tools:
Org Readiness Checks
Prerequisite Actions
Rules Engine
Guided Installation Wizard
Auto Install & Template APIs		Keep apps running efficiently as data and business needs evolve.

Key Tools:
App Hub
Monitor & Troubleshoot
Upgrades & Reconfigurations
App Refresh
App Analytics & Insights
Post-Install Actions & Notifications

Templatized Assets 

Resources that the App Template Framework can package, configure, and orchestrate as part of a template.

  • Tableau Next Dashboards
  • Tableau Next Visualizations
  • Tableau Next Metrics
  • Tableau Next Workspaces
  • Semantic Data Models
  • Salesforce Flows
  • Einstein Studio Models
  • Data 360 Transformations
  • Data 360 Data Streams
  • Data 360 DLO and DMO Mappings

Why Use App Template Framework 
Value PropWhat It MeansExample
CompatibilityProduce different app flavors based on org shape and available data.Only create an Einstein model if the org meets minimum data requirements.
FlexibilityTake customer input via a built-in installation wizard.Manipulate formulas in data transforms or set viz params based on user input.
Day 0 GuaranteeAll components are immediately operational upon installation.Orchestrate data ingest & transforms to provision data not shipped with the app.
Adaptive LongevitySeamless updates & reconfigurations after initial installation.Data & orgs change over time; the app adapts to those changes automatically.

Tableau Next Platform Layers 

App Template Framework supports the Tableau Next intelligent application stack.

  • Salesforce Platform: Trusted, intelligent, collaborative, composable foundation

  • Salesforce Data 360: Build or bring your own lake for unified, real-time, cloud-scale data

  • Tableau Semantics: Augment data with AI and consistent business knowledge

  • Viz / Pulse Engagement Layer: AI-powered visualization widgets delivered in the flow of work

  • Actions Layer: Automated and human-in-the-loop intelligent workflows

  • Marketplace & App Exchange: Share, monetize, and distribute Einstein apps and data assets

Developer Ecosystem and Distribution 

Developer Tools 
  • Template Builder
  • VS Code Plugin
  • Orchestrator CLI
  • Metadata API
  • Scratch Orgs
  • SF compatibility

Embedding Framework 

Embed analytics into Salesforce CRM or third-party apps; bring data, AI & insights into any workflow.

App Framework 

Pre-built applications, developer playground, self-healing pipelines, and composable building blocks.

App Template Framework Overview
Get Started with the App Template Framework
Salesforce Orchestrator CLI Commands