Help your HR leadership enhance their service delivery by giving them real-time data
visualizations in Service Insights dashboards. The dashboards provide metrics that show the
trends for case performance and satisfaction scores, enhancing effective case management and
service operations.
Required Editions
To set up Service Insights, perform these tasks:
- Create a Data 360 Salesforce CRM Connection for Service Insights.
- Ensure your Service features are enabled for Service Insights.
- Update the Data Cloud Salesforce Connector Permission Set.
- Install the Service data kit for Service Insights.
- Install Service Insights.
See Improve Operations with Service Insights.
