Create a Data 360 Salesforce CRM Connection

Before installing the Service data kit and Field Service Intelligence, connect Data 360 to Agentforce Service (formerly Service Cloud).

Note For Summer ‘24, Field Service Intelligence supports only an internal Salesforce connection.

1. On the Field Service Intelligence setup page, click Connect for the Create the Data Cloud Salesforce CRM Connection step.
2. Ensure you have an internal Salesforce connection.
   1. If no connections are listed, click Connect. Then click Connect again for the Salesforce org.
   2. If connections exist, make sure that you have a connection to the Salesforce org. If you don’t, click New and then click Connect for the Salesforce org.