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Create a Data 360 Salesforce CRM Connection for Service Insights

Before installing the Service data kit and Service Insights, connect Data 360 to Agentforce Service (formerly Service Cloud).

Required Editions

View supported editions.
Important
Important Service Insights currently supports only an internal Salesforce connection.
  1. On the Service Insights setup page, click Connect for the Create the Data 360 Salesforce CRM Connection step.
  2. Ensure you have an internal Salesforce connection.
    1. If no connections are listed, click Connect. Then click Connect again for the Salesforce org.
    2. If connections exist, make sure that you have a connection to the Salesforce org. If you don’t, click New and then click Connect for the Salesforce org.
    Shows the internal Salesforce connector for Data 360.

Your Salesforce org is now connected as a data source and data action target.