To track the performance of your contact center and reps, install prebuilt reports and dashboards for Agentforce Service (formerly Service Cloud). You can copy, modify, and delete them, if needed.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To install service reporting: | Modify All Data |
Note Service Cloud is now Agentforce Service. You may see references to Service Cloud in
Salesforce applications and documentation.
Before you install this feature, enable Enhanced Omni-Channel.
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From Setup, enter Service Cloud Reports in the Quick Find box,
then select Service Cloud Reports.
On the Service Cloud Reports page, you will see multiple sets of dashboards and reports.
- Select the sets that you want to install.
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To install them, click Install.
You might reinstall them to get the latest version. If you reinstall them, the installation overwrites the previous versions of reports with the same dev names. To keep a report’s modifications, save the report as a new report before you run the installation again.
Note You can also install these reports from the Omni-Channel Home page.