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            Access Conversation Transcripts via a Companion Org

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            Access Conversation Transcripts via a Companion Org

            You can use Data 360 to access conversation transcripts from enhanced messaging channels, voice calls, and unified messaging. Create reports to learn from transcripts, zoom into your data with the Data Cloud API, and analyze your data using SOQL queries. Use this task to access conversation transcripts via a companion org that is connected to a home org with Data Cloud. You can also associate created Data Streams with any data space, not just the default one.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited editions with Enhanced Messaging, Voice, or Unified Messaging
            Note
            Note Conversation Storage Services features are not supported in Government Cloud.

            Before proceeding, make sure these conditions are satisfied.

            • Your companion org is already connected with a home org that has Data 360 provisioned to use this feature. For more information on how to provision Data 360 in the home org, see Turn On Data 360.
            • If your org isn't a companion org, make sure you establish a Data Cloud One companion connection to a home org that has Data 360 provisioned.
            • Make sure that the companion connection is in the ACTIVE status.

            To access conversation transcripts via a companion org:

            1. From Setup, in the Quick Find box, enter Conversation Transcripts on Data Cloud, and then click Conversation Transcripts on Data Cloud.
            2. From the dropdown, select the appropriate data space to which you want to associate Data Streams in Data 360 for sharing conversation transcripts. For more information on data spaces, see Data Spaces.
            3. Click the toggle button to enable the sharing of conversation transcriptions with Data Cloud.
              A dialog box appears asking for confirmation.
            4. Click Enable.
             
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