Set Up the Agent Analytics Engagement Dashboard (Beta)

Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and the Agentforce Engagement and Data 360 add-ons.

Setting up the dashboard includes these main steps:

• Configure at least one agent with the Engagement template. Setup includes creating an agent and assigning permissions to users. For detailed instructions, see Set Up Agentforce Engagement.
• Assign specific user permissions for Data 360.
• Assign Tableau licenses to users.
• Configure data model objects to enable the dashboard metrics. This includes setting up field mappings from your Salesforce CRM data to the data model objects.
• Turn on the Agentforce Analytics Engagement dashboard.

• Agent Analytics Engagement Dashboard Considerations (Beta)
  Learn about considerations for setting up and using the Agent Analytics Engagement dashboard.
• Assign Setup Permissions for Agent Analytics
  To enable the dashboard, assign specific permissions to Salesforce admins.
• Create Data Streams for Standard Data Model Objects for Agentforce Engagement (Beta)
  These include the User, Lead, Opportunity, and Opportunity Stage objects.
• Map Data From CRM Standard Object Sources to Data Model Objects (Beta)
  For each standard object you connected to Data 360 with a data stream, map the fields from the source object to fields on the Data 360 data model object.
• Create Data Streams for Custom Data Model Objects for Agentforce Engagement (Beta)
  These include the Action Cadence, Action Cadence Tracker, Action Cadence Step, and Action Cadence Step Tracker objects.
• Map Data From CRM Custom Object Sources to Data Model Objects (Beta)
  For each custom object you connected to Data 360 with a data stream, map the fields from the source object to fields on the Data 360 data model object.
• 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.