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Install Field Service Intelligence

After Service data is ingested into Data 360 and CRM Analytics is enabled, you’re ready to install Field Service Intelligence.

  1. On the Field Service Intelligence Setup page, click Start Install for the Install and Enable Field Service Intelligence step.
    Field Service Intelligence checks whether your org includes the data and settings to transform the data model objects and create the dashboards and components. If you receive an error message, follow the instructions and then restart the installation process.
  2. When the readiness checks are completed, click Next.
  3. Complete the Field Service Intelligence installation.
    1. Give your instance a unique, easily recognizable name.
    2. Leave the log level as is, unless you require more information about the Field Service Intelligence installation.
    3. Select Scheduled and choose which hours and days to refresh Field Service Intelligence.
      Adding a refresh schedule ensures that Field Service Intelligence has up-to-date data.
  4. Click Next.
    Installing Field Service Intelligence can take a few minutes. To check the status, go to the App Install History page in Setup.

After Field Service Intelligence is successfully installed, assign the Field Service Intelligence User Permission Set to any users who need access to the dashboards. The dashboards are accessible in both the Service app and the Service Console.

To access Field Service Intelligence dashboards from the Service app, go to the App Launcher and search for Field Service Intelligence. Click Field Service Intelligence to open it. The tab doesn’t persist, so you must open Field Service Intelligence from the App Launcher the next time you open the Service app.

To access Field Service Intelligence dashboards from the Service Console app, go to the Console App Navigation and click Edit > Add More Items. Search for Field Service Intelligence and click the + sign to select it. Click Add 1 Nav Item and Save. The next time you open the Console App Navigation, Field Service Intelligence displays in the list.