---
schema_version: "1"
id: 6b1e401dce763510577ad88099823d8e5340dad91dae3778e2150b0af39c117b
title: Create a Search Index for Change Request for IT Services
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_creat_search_indx_chngrqst.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_creat_search_indx_chngrqst.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 21fbb816f782ff0dd4e08cdf43a4e2911074a81f55b173e79470857fb1cf7df2
description: Create a data stream from your Salesforce org, map the data to the appropriate data model, and then create a search index to make your change request data usable for AI features that use Data 360.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Create a Search Index for Change Request for IT Services

Create a data stream from your Salesforce org, map the data to the appropriate data model, and then create a search index to make your change request data usable for AI features that use Data 360.

### 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: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</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="d35448e73">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d35448e73 ">To create search indexes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d35448e73 ">Data Cloud Admin</td>

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

## Configure the Change Request Data Stream

Create a data stream to ingest your change request data from Salesforce into Data Cloud.

1. From the App Launcher, find and select **Data Cloud**.
2. Click the **Data Streams** tab.
3. In the data stream window, click **New**.
4. Under connected sources, select **Salesforce CRM** and click **Next**.
5. Select the Salesforce org that contains your change request data.
6. Click **View Objects**.
    
    A list of available Salesforce objects appears.
7. Find and select the **Change Request** object, and then click **Next**.
8. On the change request details page:
    1. Select the object category as **Others**.
    2. Ensure all required fields are selected. By default, all fields are included.
9. Click **Next**.
10. Review the data stream details and click **Deploy**.
    
    After deployment, Data 360 creates a new data stream named ChangeRequest\_Home.

## Map Data Stream Fields

Map Change Request fields to the corresponding fields in the change request data model object (DMO). This ensures that Data 360 correctly interprets your data.

1. From the Data Streams tab, click the **ChangeRequest\_Home** data stream you just created.
2. On the data mapping card, click **Start**.
3. On the data model entities card, click **Select objects**.
4. In the data mapping interface, you see the source fields from ChangeRequest\_Home on the left and the target fields in the data model on the right.
5. Map the fields that are required for your processes. Map these recommended fields:
    
    - ChangeRequestId
    - SubjectText
    - Description
    - ChangeRequestCategory
    - ChangeRequestNumber
    - ChangeRequestSubCategory
    - ChangeRequestImpact
    - ChangeRequestPriority
    - ChangeRequestUrgency
    - ChangeRequestStatus
    - ChangeRequestRiskLevel
    - ChangeRequestBusinessReason
    - TestPlanDescription
    - ImplementationPlanDescription
    - RiskImpactAnalysisText
    - ClosedStatusCommentText
    - FinalReviewNotesText
6. After you have mapped all required fields, click **Save & Close**.
7. Go to the data streams tab and monitor the ChangeRequest\_Home data stream. Wait for the status to change to Active, which indicates that Data 360 ingested and mapped the data.

## Create the Search Index

Create a search index to enable fast and efficient querying of your change request data for AI-driven features. You can use the advanced setup for more control.

1. In Data Cloud, go to the **Search Index** tab. If you don't see the Search Index tab, click **More** and then select it.
2. In the new search index configuration window, select **Advanced Setup** and click **Next**.
3. Select the **Change Request** data model object.
4. Click **Next**.
5. In the chunking step:
    1. Click **Manage Fields**.
    2. Select the check boxes for the Subject and Description fields. These fields are used to create searchable text chunks.
    3. Click **Save**.
6. Click **Next**.
7. In the vectorization step, select the **E5 Large V2 Embedding Model** and click **Next**.
8. Select a vectorization strategy based on your embedding model. This strategy determines how Data 360 measures your unstructured data for semantic relevance when building search results
9. In the fields for filtering step, drag the fields you want to use for filtering search results from the Available Fields list to the Selected Fields area. Add these recommended fields:
    
    - Status Category
    - Category
10. Click **Next**.
11. On the review and build step, review the complete configuration.
12. Click **Save** to create and build the search index.
    
    After the search index is created and processed, you can view its configuration details and process history from the Search Index tab.