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
  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.