---
schema_version: "1"
id: 7c8fd295a208f00ef7022ea255bf74939de2d2c5369704bfc5b398d5aae8fae5
title: Customer Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_cust_insights.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_cust_insights.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fd88f408d222f4599ba595e6da69c0991bfddf0d9166b7e39207f7266e0e2618
description: 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.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Customer Insights

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](https://help.salesforce.com/s/articleView?id=analytics.bi_template_cust_insights_create.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=analytics.bi_template_cust_insights_assign_permissions.htm&release=264.0.0&type=5)**  
    Assign permissions to let users administer and view the Customer Insights app.
- **[Add a Customer Insights Dashboard to a Page](https://help.salesforce.com/s/articleView?id=analytics.bi_template_cust_insights_embed_dashboards.htm&release=264.0.0&type=5)**  
    Get the insights that you use most by embedding a Customer Insights dashboard in a page.
- **[Customer Insights Datasets, Recipes, and Dashboards](https://help.salesforce.com/s/articleView?id=analytics.bi_template_cust_insights_datasets_recipes_dashboards.htm&release=264.0.0&type=5)**  
    The Customer Insights template creates datasets, recipes, and dashboards to help you understand customer insights.