Activate the core Proactive Service application to enable the centralized setup interface and the analytical dashboards used to monitor campaign performance.
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 install Service Intelligence: | Service Intelligence App Admin permission set |
| To use Service Intelligence: | Service Intelligence User permission set |
Make sure that you’ve completed the Data 360 data ingestion and have activated CRM Analytics in your org.
Installing the Proactive Service Intelligence application provides a unified landing page for administrative tasks. This step also generates dashboards that visualize customer data from Data 360, enabling managers to track the success of proactive outreach.
- From Setup, in the Quick Find box, enter Proactive Service, and select Proactive Service Setup.
- Locate the Install and turn on Proactive Service Intelligence section.
- Click Install.
-
Wait for the automated readiness checks to finish and select
Next.
Note If any checks fail, resolve the identified data or permission issues before you continue. - Enter a unique name for your application instance in the Application Name field
- Select the refresh frequency for your data synchronization.
- Select Next to complete the installation.
- Save your changes.