---
schema_version: "1"
id: 14fe7f830a008768b8b8d7d72b83f1d3baede4f0df52907d7e2964451facf89d
title: Set Up Customer Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/experience/264-0-0/networks_community_360_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=experience.networks_community_360_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ce20eb01f1ee00fe70915f468a635426491330fc50b71ca9c3aedf8f395bd0b1
description: Enable Customer Insights in your org and then set it up for each Experience Builder site you have.
products:
  - Experiences
release: "264"
---
# Set Up Customer Insights

Enable Customer Insights in your org and then set it up for each Experience Builder site you have.

### 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 in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</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="vertical-align:top;" id="d67184e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d67184e70 ">To enable Customer Insights in a site:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d67184e70 ">
              <p>Access Experience Management OR Manage Experiences</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Is a member of
                the site</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d67184e70 ">To edit profiles:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d67184e70 ">
              <p>Manage Profiles and Permission Sets </p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize
                Application</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d67184e70 ">To create and save Lightning pages in Lightning App Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d67184e70 ">Customize Application</td>

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

1. Open Experience Workspaces.
2. Select **Administration** | **Preferences**.
3. Select **Gather Customer Insights data**.
4. Click **Save**.
5. Assign the **View Customer Insights** profile permission to the customer support profiles that require it.
6. If you’re using Salesforce console in Lightning Experience, open Lightning App Builder and simply drag the Customer Insights component to any case or contact page layout.
7. If you’re using Salesforce console in Salesforce Classic, add the Customer Insights component by placing its Custom Console Component on the contact or case page layout. We recommend placing the component in the left sidebar, stacked, with a 400 pixel width.
    
    Your support agents see if the customer has opened a case, and which articles have been viewed in a site directly in the Service Console app.
    
    ![Community 360 in the app](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/communities/images/community_360.png)
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-experience-communities-264-0-0-production-enus/bf7df212-91a1-4fa3-a007-4d6f3e3b470b/images/icon_note.png)
    
    Note
    
    - Customer Insights checks the following: assets, contracts, cases viewed, articles viewed, article votes, posts made, posts viewed, custom objects, orders, products, and tasks.
    - Customer Insights data is stored in the NetworkUserHistoryRecent object. API access to the object is limited to users with the “Modify All Data” permission.
    - Customer Insights isn’t available in sandbox environments.
    - Articles viewed through the Case Deflection component aren’t listed on the Community 360 component that can be added to the contact layout.