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Install the Service Data Kit for Service Insights

First, install the Service Data Kit.

Required Editions

View supported editions.
Important
Important If you already have the Service data kit installed, upgrade or reinstall it to ensure that it’s up to date. Upgrading the data kit is necessary to access the latest enhancements to Service Insights.
  1. In Data Cloud, click the gear icon and then select Data Cloud Setup.
  2. Under Configuration, select Salesforce CRM.
  3. Find the Service Cloud bundle, and click the menu button on the right. Select Install.
  4. In the Package Install flow, follow the standard process for installing a package. For more information, see Installing Packages.
  5. To upgrade the Service data kit, navigate to the Service Cloud bundle, click the menu button on the right, and select Upgrade.

To view the data kit details, go to Data Cloud Setup. Under Tools, select Data Kits and then click ServiceDK.