Connect Data 360 to your org to establish a secure data pipeline that unifies customer service history with real-time product activity for a complete view of the customer.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Available in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. Access to some standard agent actions requires additional add-on licenses. |
| Available in: LWR and Aura |
| User Permissions Needed | |
|---|---|
| To access Data 360 Setup: | System admin profile OR Data 360 Architect permission set |
| To manage Data 360: | Data 360 Architect permission set |
| To manage Agentforce Service (formerly Service Cloud): | Service Cloud User permission set |
| To create and manage Agentforce Service agents: | Create and Set Up Experiences AND View Setup and Configuration AND be a member of the site OR View Setup and Configuration AND be a member of the site AND have appropriate role-based site access |
Note Service Cloud is now Agentforce Service. You may see references to Service Cloud in
Salesforce applications and documentation.
Make sure that you have Data 360 Architect and Service Cloud Admin permissions.
Proactive Service requires a link between Data 360 and Agentforce Service to unify customer data. This connection triggers the system to monitor service history and product signals to identify customers who need assistance before they log a case.
- From the App Launcher, find and select Data Cloud.
- In Data Cloud, click the gear icon and then select Data Cloud Setup.
- In the Quick Find box, find and select Salesforce CRM.
- Click New.
- Select Connect to a Salesforce org.
- Authenticate the connection and select Allow when prompted.