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            Set Up Agent Analytics

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            3. Quickstart Your Einstein Generative AI Solution

            Set Up Agent Analytics

            Set up Agent Analytics to gain insights into agent performance, track conversation metrics, and optimize your agents with comprehensive dashboards and session insights.

            Required Editions

            Required Editions
            Agent Analytics is available in Salesforce Enterprise, Performance, and Unlimited Editions with Salesforce Foundations or Agentforce 1 Edition. Agent Analytics is available in sandbox and DC1 organizations.
            Note
            Note Salesforce Standard Data Model version 1.130 or higher is required to use Agent Analytics.
            User Permissions Needed
            To install Agent Analytics

            One of the following permission combinations:

            • System Administrator and Data Cloud Admin permission sets
            • Agentforce Service Agent Configuration and Data Cloud Admin permission sets
            To view and access Agent Analytics (Salesforce Foundations users)
            • TabNext Limited Consumer
            • Data Cloud User
            To view and access Agent Analytics (Agentforce 1 and Agentforce for X users)
            • Tableau Next Platform Analyst
            • Data Cloud User

            Additionally, admins should share specific workspaces with users to ensure visibility.
            To view metrics API Enabled permission

            See Also

            Setup Steps

            1. Confirm that Data Cloud is provisioned and enabled in your Salesforce org, that you’ve turned on Einstein, and that you have an active agent.
            2. Ensure that the relevant user permissions are assigned.
            3. Verify that you have the latest version of the Salesforce Standard Data Model (version 1.130 or higher) in your org (sandbox or production). From Setup, go to Apps -> Packaging -> Installed Packages -> Salesforce Standard Data Model. To get the required version, click here and follow the instructions.
            4. From Setup, go to Einstein Audit, Analytics, and Monitoring Setup.
            5. Turn on Agentforce Session Tracing, if it's not already enabled.
              Session Tracing also provisions the required Analytics data model entities to perform queries.
            6. On the same Einstein Audit, Analytics, and Monitoring Setup page, turn on Audit and Feedback, if it's not already enabled.
              Audit and Feedback provisions the data model objects (DMOs) in the Analytics data model that feedback metrics rely on.
            7. From Setup, go to Agent Analytics.
            8. Install Service Agent Analytics.
              1. Assign Agentforce Service Agent Configuration permission set.
              2. Click Install.
            9. Install Employee Agent Analytics.
              1. Validate you have system admin access.
              2. Click Install.
            10. Install SDR Analytics. For more information, see Set Up Sales Agent SDR Analytics.
            11. Refresh the page to verify installation is complete.

            Managing Agent Analytics App Statuses

            On the Agent Analytics setup page, the options available for managing your app templates depend on the current version and installation status of each app. You can track the progress of operations—including updates, uninstalls, or reinstalls—in the Manage and Monitor section.

            Important
            Important Agent Analytics vs. Agent Optimization

            Installing an Agent Analytics app does not automatically connect or configure Agent Optimization. The two are linked but configured separately.

            • Viewing analytics: After installing an Agent Analytics app (such as Service Agent Analytics), go to Agentforce Studio to view the corresponding dashboard.
            • Configuring optimization: Agent Optimization requires a separate manual configuration, including permission assignments such as the Access Agent Optimization permission set. See Set Up Agent Optimization.

            Transition from Legacy Agent Analytics

            Important
            Important If you're migrating from legacy analytics, additional steps are required.

            Agent Analytics replaces the Legacy analytics version. Existing analytics users should complete the above steps, in addition to the following requirements. For more details, see Transition from Legacy Analytics to Agent Analytics.

            1. Transition from Agentforce (Default) to Agentforce Employee Agent.
            2. Transition existing automations (Flow, Apex, or Prompt) created on top of existing DLOs or DMOs to Agentforce Session Data Model or Einstein Feedback instead.
            3. Transition existing custom reports or dashboards created on top of existing DLOs or DMOs to Agentforce Analytics Foundations Semantic Model or Einstein Feedback instead.
            4. Once the above requirements are complete, turn off the legacy Agent Analytics toggle from Einstein Audit, Analytics, and Monitoring Setup.
             
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