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Enable the Agent Analytics Engagement Dashboard (Beta)
When you have set the required data model objects in Data 360, you can turn on the dashboard.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and the Agentforce Engagement and Data 360 add-ons. |
| User Permissions Needed | |
|---|---|
| To enable the Agent Analytics Engagement dashboard: | Data Cloud Admin |
Watch the video to see how to enable the Agent Analytics Engagement dashboard.
- In Setup, enter Agent Analytics in the Quick Find box, and then click Agent Analytics (Beta).
- On the Engagement Agent Analytics row, choose Install from the Actions menu.
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On the Data Space Configuration screen, choose the default data space from the list.
Then click OK.
A data space is where you define how you want to move data into Data 360 and how the data fields are mapped from the source to the data model objects in Data 360. If you have additional data spaces set up, choose the data space in which you configured Agentforce Engagement. You can install the Agent Analytics Engagement dashboard template in only one data space.
- When installation is complete, you can choose Manage & Monitor from the Actions Menu on the Engagement Agent Analytics row. The App Install History page opens. To see detailed information about the installation tasks that were performed, click the Engagement Agent Analytics app name.
- Return to the Agent Analytics (Beta) setup page.
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To view the dashboard, choose View Agent Analytics from the
Actions menu on the Engagement Agent Analytics row.
The Engagement Agent dashboard opens in the Data Cloud Agent Analytics app.
To Uninstall the Engagement Agent Analytics dashboard app, choose Uninstall from the Actions menu on the Engagement Agent Analytics row.
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