---
schema_version: "1"
id: 950239db39315435685cd3b029f242f6d80e5e49ddc5919b3be8a610e22a9b33
title: Create a Search Index for Problem 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_prblm.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_creat_search_indx_prblm.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 93b87e711e5aa9eabce75f524b6f7da52a31e33b23744fb3c15d9fd29076694b
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 problem data usable for AI features that use Data 360.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Create a Search Index for Problem 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 problem 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="d75376e73">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d75376e73 ">To create search indexes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d75376e73 ">Data Cloud Admin</td>

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

## Configure the Problem Data Stream

Create a data stream to ingest your problem 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 problem data.
6. Click **View Objects**.
    
    A list of available Salesforce objects appears.
7. Find and select the **Problem** object, and then click **Next**.
8. On the problem 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 Problem\_Home.

## Map Data Stream Fields

Map Problem record fields to the corresponding fields in the problem data model object (DMO). Mapping ensures that Data 360 correctly interprets your data.

1. From the Data Streams tab, click the **Peoblem\_Home** data stream you just created.
2. On the data mapping card, click **Start**.
3. On the data model entities card, click **Select objects**.
    
    In the data mapping interface, you see the source fields from Problem\_Home on the left and the target fields in the data model on the right.
4. Map the fields that are required for your processes. Map these recommended fields:
    
    - Problemid
    - ProblemNumber
    - SubjectDescription
    - Description
    - ProblemCategory
    - ProblemSubCateogory
    - ProblemPriority
    - ProblemStatusCategory
    - RootCauseSummaryText
    - OwnerId
    - CreatedDate
    - ProblemImpact
    - ProblemUrgency
    - ProblemStatus
    - ProblemResolutionStatus
    - ResolutionSummaryText
    - WorkaroundDescription
    - PermanentSolutionDescription
    - CommentText
5. After you mapped all required fields, click **Save & Close**.
6. Go to the data streams tab and monitor the Problem\_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 problem data for AI-driven features. You can use a preconfigured data kit for a quick setup or 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. Click **New**.
3. In the new search index configuration window, choose your setup method:
    - From a Data Kit: For a streamlined setup, select **From a Data Kit**. Select **IT Services Data Kit** from the list, select the **Problem** index, and then click **Next**.
    - Advanced Setup: For manual control, select **Advanced Setup** and click **Next**.
4. Select the **Problem** data model object.
5. Click **Next**.
6. 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**.
7. Click **Next**.
8. In the vectorization step, select the **E5 Large V2 Embedding Model** and click **Next**.
9. 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.
10. 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
    - Root Cause Summary
    - Priority
    - Owner ID
    - Created Date
11. Click **Next**.
12. On the review and build step, review the complete configuration.
13. 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.