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Customer Signals Intelligence
Access Customer Signals Intelligence on Companion Orgs

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Access Customer Signals Intelligence on Companion Orgs

Break down the silos across multiple Salesforce organizations to get a unified view of information that is not natively available. Share data across home and companion orgs and get access to comprehensive dashboards and take action on insights drawn from across the business, yet conveniently viewed and filtered for the specific context of their own org.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with Data 360 enabled, and the Customer Signals Intelligence add-on
User Permissions Needed
To access Customer Signals Intelligence setup:

Data Cloud One permission set

Make sure you share your data space while creating the connection from your home org with the companion org.

  1. From the companion org Setup, use Quick Find to open Customer Signals Intelligence.
  2. Select a data space. The dropdown shows all the data spaces shared with the companion org.
    Note
    Note You can't turn on Unified Profiles for companion orgs.
  3. Set up channels.
  4. Select AI services.
  5. Click Activate, and then Activate again.

All required Data Cloud components, like data streams and data transforms are deployed to the home org. You can now see dashboard insights for the shared data space on your companion org. The companion org shows insights that are relevant to that org.

See Also

 
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