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Set Up Data 360 for Agentforce IT Service

Set up Data 360 for your IT Service business and configure settings that help users work with the IT Service Data Kit.

Required Editions

Available in: Lightning Experience
Available in: Unlimited and Developer Editions with Agentforce IT Service and Data 360
User Permissions Needed
To use Data 360 for Agentforce IT Service:

Salesforce org: System Administrator

AND

Data 360 org: Data Cloud Admin
Review and complete all steps mentioned in the Salesforce Data 360 documentation.
  1. Turn On Data 360.
  2. Plan your Data 360 strategy.
  3. Manage Data 360 users.
  4. Manage access with Data 360 permission sets.
  5. Manage data spaces.
  6. Set up the Salesforce CRM connector.