---
schema_version: "1"
id: 64483130b3058548b3dd6803743f55b70208d1898e71ee3577d3b079aece8af3
title: Create the Customer Insights App
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_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_cust_insights_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b208672ed57e867be63231e011d7c6b0b255fef38f1b708081f4cca0b47598e2
description: Guided setup walks you through creating an app from the Customer Insights template. You then schedule the app’s data sync and recipes.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition. Requires a CRM Analytics Growth or CRM Analytics Plus license.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d147583e64">Permission Sets
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d147583e64 ">To create and manage the app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d147583e64 ">Manage CRM Analytics Templated Apps</td>


          </tr>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d147583e64 ">To use CRM Analytics templated apps:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d147583e64 ">Use CRM Analytics Templated Apps</td>

          </tr>
        </tbody>
      </table>

The Customer Insights app is created by default when you enabled CRM Analytics. If the app is missing, you can install it using these instructions or, in Setup, enable auto-installation of apps in the Analytics Settings menu.

To see the status of your auto-installed app, in Setup, find and select **Auto-Installed Apps**. This app auto-upgrades when the template is updated. See [Auto-Installed Apps](https://help.salesforce.com/s/articleView?id=analytics.bi_auto_install_apps.htm&release=264.0.0&type=5 "Monitor and interact with installed apps on the Apps tab.").

Before you create an app, make sure that:

- Your org has at least one record of each of these objects: User, Account, and Opportunity.
- The Analytics Integration User has the appropriate [Salesforce field-level security](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_field_level_security.htm&release=264.0.0&type=5 "Before creating an app from a template, you may have to give the Analytics Integration User access to all fields used in the app.") to view the fields that you want to analyze.

## Create the App

1. In the Analytics tab or Analytics Studio, click **Create** and select **App**.
2. Find and open the Customer Insights template to start the guided flow.
3. Choose whether to create an app or use the settings from an existing app, and click **Continue**.
4. If your org meets the minimum requirements, click **Looks good, next**.
    
    If the requirements aren’t met, check the feedback.
5. Choose how you want to control data visibility and the field that contains the total amount of the opportunity, and then click **Looks good, next**.
6. Give your app a name, and click **Create**.

CRM Analytics takes a few minutes to create your app. You can track its progress on the page that displays. When you see the Application Complete! message, refresh the page. You see your app page with the datasets, recipes, and dashboards showing team performance and activity intelligence.

## Schedule the Data Sync

1. In Analytics Studio, click the gear icon in the upper right and select **Data Manager**.
2. In Data Manager, click **Connections**.
3. On the right of SFDC\_LOCAL, click ![The open menu arrow in the Analytics Data Manager](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_data_manager_arrow.png) and select **Schedule**.
    
    ![Analytics Data Manager Connect tab with Schedule selected from menu](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_template_data_manager_schedule.png)
4. Set a time to run the data sync.
    
    To not interrupt business activities, select a time outside normal working hours.
5. Save your changes.

## Schedule When to Run the Recipes

The app creates several recipes that you must schedule. Make sure that the data is synced before you run the recipes.

1. In Analytics Studio, click the gear icon in the upper right and select **Data Manager**.
2. Click **Recipes**.
3. Schedule the Customer Insights recipes to run on a cadence that’s appropriate for your organization.