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            Enable CRM Analytics for Service Intelligence

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            Enable CRM Analytics for Service Intelligence

            To use Service Intelligence, enable CRM Analytics and set up permissions.

            Required Editions

            On the Service Intelligence setup page, click Start for the Service Intelligence Installation Prerequisites step.
            This step performs 3 actions. It enables CRM Analytics to provide access to the Service Intelligence dashboards and analytics. Next, it assigns the Service Intelligence Admin and CRM Analytics Admin permission sets to you. Finally, it integrates CRM Analytics and Data 360, turning on this preference option on the Analytics Settings page.
            Note
            Note For orgs with specific Industry licenses, this step assigns the Revenue Intelligence Admin permission set instead of the CRM Analytics Admin permission set. Both provide access to CRM Analytics.

            The progress of these actions is visible on the Service Intelligence page. When the actions are complete, move on to install the Service Intelligence app.

             
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