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Set Up Service Data in Data 360 for Service Insights
Next, deploy the Service data bundles as data streams in Data 360.
Required Editions
| View supported editions. |
Here are the required components for different dashboards.
| dashboard | Data Kit | Data Bundle | C360 Semantic Model |
|---|---|---|---|
| Cases | Service Data Kit | Service | Required |
| Customer Satisfaction | Service Data Kit | Service | Required |
| Omni-Channel | Service Data Kit | Service | Required |
| Service Rep | Service Data Kit | Service | Required |
| Knowledge | Service Data Kit | Knowledge | Required |
| Service Agent | Not dependant | Not dependant | Not dependant |
| Service Planner | Not dependant | Not dependant | Not dependant |
- From the App Launcher, find and open Data Cloud.
- In Data Cloud, go to the Data Streams tab and click New.
- Select the Salesforce CRM connected data source and click Next.
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Select your connected Salesforce org.
If there’s only one Salesforce org connected to Data 360, it’s selected by default.
- Select Data Bundles, then select the Service data bundle, and click Next.
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Select the default data space and click Next.
The installed objects and fields are displayed. Don’t remove the data objects, fields, or mappings because Service Insights relies on the standard installation to populate the dashboards correctly.
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Click Deploy
The Service data bundle deploys data streams. The Data Streams tab displays the progress. When the data streams show an Active status, you’re ready to continue.
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