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            Service Insights Considerations and Requirements

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            Service Insights Considerations and Requirements

            Use the information in this section to ensure your org is set up correctly before you begin installation. To support your installation and visualizations, review the requirements for Data 360, Tableau Next, and your industry data.

            Required Editions

            View supported editions.
            Note
            Note Service Insights is for Agentforce Service (formerly Service Cloud) users only.

            Service Insights Dashboards Requirements

            To view data in the Service Insights dashboards, you need to have the features associated with the dashboards configured and populated with data. If you need to enable Agentforce agents, use the following the instructions: Set Up A Service Agent.

            If you configure survey data after installing the Service Insights app and you want to see that data in dashboards, follow the instructions below:

            • For components that display CSAT: If you later want to include survey data, generate surveys and get survey responses; install a fresh instance of Service Insights.

            Service Data Kit

            The Service data kit may have updates each release, so always check to make sure your org has the latest version installed.

            The Service data kit installs the Service data bundle. The Service bundle includes data streams that create DMOs and mappings for data on cases, support reps, surveys, and more.

            View the data streams, data lake objects, data model objects, and batch transforms in Data Cloud. Open Data 360 and use the Data Streams and Data Model Objects tabs to view the data mappings, relationships, and data field specifics.

             
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