Get a combined analysis of Sales and Service clouds in an easy-to-customize app. Use the component building blocks to create a dashboard for your environment.
- Create the Customer Insights App
Guided setup walks you through creating an app from the Customer Insights template. You then schedule the app’s data sync and recipes. - Assign Customer Insights Permissions
Assign permissions to let users administer and view the Customer Insights app. - Add a Customer Insights Dashboard to a Page
Get the insights that you use most by embedding a Customer Insights dashboard in a page. - Customer Insights Datasets, Recipes, and Dashboards
The Customer Insights template creates datasets, recipes, and dashboards to help you understand customer insights.