---
schema_version: "1"
id: 02ff5cab43181c58ff80172dadc220941ed881373559abe1ff945fc4f3b13838
title: Install Service Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/service_insights_enable.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.service_insights_enable.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 40335bf77da1ecbf739e3d2c04123ebd297122c8b94ffc602e79b6d050796c53
description: After Service data is ingested into Data 360 and Tableau Next is enabled, you’re ready to install Service Insights.
products:
  - Service Cloud
release: "264"
---
# Install Service Insights

After Service data is ingested into Data 360 and Tableau Next is enabled, you’re ready to install Service Insights.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

1. On the Service Insights Setup page, click **Start Install** for the Install and Enable Service Insights step.
    
    Service Insights checks whether your org includes the data and settings to transform the data model objects and create the semantic data models and dashboards. If you receive an error message, follow the instructions and then restart the installation process.
2. Select a dashboard and customize the Service Insights dashboards by answering these configuration questions, and then click **Next**. To complete the installation, select at least one dashboard in the setup.
    1. If you track Case data, select the Show Case Analytics checkbox.
    2. Service Insights dashboards provide visualizations that display total cost and average cost per support rep interaction. To calculate this value, enter the hourly cost of your support reps. This value is known by your personnel management.
    3. Identify the location where you track contact reasons for your cases.
    4. From the dropdown menu, select the field where your support reps capture the contact reason for cases.
3. Specify if you want to show CSAT analytics and then click **Next**.
4. Specify if you want to show Agentforce Analytics and then click **Next**.
5. Complete the Service Insights installation.
    1. Give your instance a unique, easily recognizable name.
    2. Leave the log level as is, unless you require more information about the Service Insights installation.
6. Click **Next**.
    
    Installing Service Insights can take a few minutes. After the installation begins, a separate tab with your app name is visible next to the main Setup tab. Use this tab to check the installation progress and manage the app when the installation completes.
    
    ![The service insights tab.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/support/images/service_insights_tab.png)

After Service Insights is successfully installed, assign the admin permission sets to any users who need to manage Service Insights and the user permission sets to any users who need access to the dashboards. The dashboards are accessible in both the Service app and the Service Console.

To access Service Insights dashboards from the Service app, go to the App Launcher and search for Service Insights. Click **Service Insights** to open the tab. The tab doesn’t persist, so you must open Service Insights from the App Launcher the next time you open the Service app.

To access Service Insights dashboards from the Service Console, go to the Console App Navigation and click **Edit** > **Add More Items**. Search for Service Insights and click the **+** sign to select it. Click **Add 1 Nav Item** and **Save**. The next time you open the Console App Navigation, Service Insights displays in the list.