Install and Deploy the Service Data Kit

Data kits provide templates for mapping Salesforce data to the Data 360 data model. The Service data kit activates standard objects, such as Case and Account, to identify service trends. The Proactive Service kit installs the Service Campaign and Service Campaign Member Data Model Objects (DMOs) along with their required mappings. These mappings enable the system to track outreach progress and link customer segments to specific service initiatives.

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 create a data kit:	Data 360 Architect
To access Data 360 Setup	System admin profile OR Data 360 Architect permission set

Note Service Cloud is now Agentforce Service. You may see references to Service Cloud in Salesforce applications and documentation.

Make sure you have set up your Salesforce CRM connection in Data 360. For more information, see Data Kits.

The data kit provides a template to map your Salesforce data to the Data 360 data model. Installing this kit activates the standard objects, such as Case and Account, which are necessary for identifying service trends and customer segments.

1. Click the Setup gear icon and select Data 360 Setup.
2. Under Configuration, select Salesforce CRM.
3. Locate the Service Cloud bundle and click the menu button on the right.
4. Select Install. If you already have the kit, select Upgrade to ensure that you have the latest bundles.
5. Follow the Package Install flow to complete the installation.
6. Return to Data 360 Setup and select Data Kits under the Tools menu.
7. Select ServiceDK and deploy the Service data bundle.