You can use Data 360 to access conversation transcripts from enhanced messaging
channels, voice calls, and unified messaging. Create reports to learn from transcripts, zoom
into your data with the Data Cloud API, and analyze your data using SOQL queries. Use this task
to access conversation transcripts via a companion org that is connected to a home org with Data
Cloud. You can also associate created Data Streams with any data space, not just the default
one.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited editions with Enhanced
Messaging, Voice, or Unified Messaging |
Before proceeding, make sure these conditions are satisfied.
- Your companion org is already connected with a home org that has Data 360 provisioned
to use this feature. For more information on how to provision Data 360 in the home org,
see Turn On Data 360.
- If your org isn't a companion org, make sure you establish a Data Cloud One companion connection to a home org
that has Data 360 provisioned.
- Make sure that the companion connection is in the ACTIVE status.
To access conversation transcripts via a companion org:
-
From Setup, in the Quick Find box, enter Conversation Transcripts on Data
Cloud, and then click Conversation Transcripts on Data
Cloud.
-
From the dropdown, select the appropriate data space to which you want to associate
Data Streams in Data 360 for sharing conversation transcripts. For more information on
data spaces, see Data Spaces.
-
Click the toggle button to enable the sharing of conversation transcriptions with Data
Cloud.
A dialog box appears asking for confirmation.
-
Click Enable.
To view conversation transcripts in Data 360, use one of these
methods:
