---
schema_version: "1"
id: 701b296fe6f25be7c8a91d70da0e7ca9b9d98bd81da93485153d072fb3ba9cb6
title: Access Customer Signals Intelligence on Companion Orgs
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/csi_companion_org_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.csi_companion_org_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 020f19386055a4e7aac42225197317e8e015473f03977a6c5500d95093831f7a
description: 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.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, and&nbsp;<strong>Unlimited</strong>&nbsp;Editions with Data 360 enabled, and the Customer Signals Intelligence add-on</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d991e74">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d991e74 ">To access Customer Signals Intelligence setup:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d991e74 ">
              <p style="margin-bottom:0;">Data Cloud One permission set</p>
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Make sure you [share your data space](https://help.salesforce.com/s/articleView?id=data.c360_a_companion_connection_setup.htm&type=5&language=en_US) 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](https://help.salesforce.com/s/articleView?id=service.task_cxi_data_space.htm&release=264.0.0&type=5 "Categorize and organize customer data by attributes such as brand, department, or insights."). The dropdown shows all the data spaces shared with the companion org.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-customer_experience_intelligence-264-0-0-production-enus/c8361df6-3338-41b6-9b03-2373fb35efd7/images/icon_note.png)
    
    Note You can't turn on Unified Profiles for companion orgs.
3. [Set up channels](https://help.salesforce.com/s/articleView?id=service.task_cxi_channels.htm&release=264.0.0&type=5 "Select standard channels to collect data from customer interactions, such as chat, survey, voice, case, or email.").
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

- [Data Cloud One](https://help.salesforce.com/s/articleView?id=data.c360_a_data_cloud_one.htm&type=5&language=en_US)
- [Understand Data Spaces in Companion Orgs](https://help.salesforce.com/s/articleView?id=data.c360_a_data_spaces_in_companion_orgs.htm&type=5&language=en_US)
- [Access Data Cloud One from a Companion Org](https://help.salesforce.com/s/articleView?id=data.c360_a_data_cloud_one_app.htm&type=5&language=en_US)
- [Set Up a Data Cloud One Companion Connection](https://help.salesforce.com/s/articleView?id=data.c360_a_companion_connection_setup.htm&type=5&language=en_US)