---
schema_version: "1"
id: bdc99ac58c7ac500637603b1a2b1172013e230a80f31ddf7353bb82718864322
title: Install and Enable Proactive Service Intelligence
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/install_and_enable_proactive_service_intelligence.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.install_and_enable_proactive_service_intelligence.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b533cbe68f3dc10c298edc68a08646b6f6f914f2a7612629873c89d8526e2c5b
description: Activate the core Proactive Service application to enable the centralized setup interface and the analytical dashboards used to monitor campaign performance.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Install and Enable Proactive Service Intelligence

Activate the core Proactive Service application to enable the centralized setup interface and the analytical dashboards used to monitor campaign performance.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Available in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. Access to some standard agent actions requires <a href="https://www.salesforce.com/agentforce/pricing/" target="_blank">additional add-on licenses</a>.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://www.salesforce.com/agentforce/pricing/" target="_blank">LWR</a> and <a href="https://help.salesforce.com/s/articleView?id=experience.exp_cloud_basics_glossary.htm&amp;language=en_US&amp;type=5" target="_blank">Aura</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d70837e79">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d70837e79 ">To install Service Intelligence:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d70837e79 ">Service Intelligence App Admin permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d70837e79 ">To use Service Intelligence:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d70837e79 ">Service Intelligence User permission set</td>

          </tr>
        </tbody>
      </table>

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.

1. From Setup, in the Quick Find box, enter Proactive Service, and select **Proactive Service Setup**.
2. Locate the **Install and turn on Proactive Service Intelligence** section.
3. Click **Install**.
4. Wait for the automated readiness checks to finish and select **Next**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/images/icon_note.png)
    
    Note If any checks fail, resolve the identified data or permission issues before you continue.
5. Enter a unique name for your application instance in the Application Name field
6. Select the refresh frequency for your data synchronization.
7. Select **Next** to complete the installation.
8. Save your changes.