---
schema_version: "1"
id: a35f27ba7a170308c96b5a9e2f307a8d786b455f3fd576d5c14f6605f23c108c
title: Service Insights Setup
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/service_insights_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.service_insights_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 97d2a38649b849d76e9942edd62192beac2d628431b906281f74a1874e1491ec
description: Use the Service Insights page to walk through the steps for Data 360 prerequisites, installation prerequisites, and then install Service Insights.
products:
  - Service Cloud
release: "264"
---
# Service Insights Setup

Use the Service Insights page to walk through the steps for Data 360 prerequisites, installation prerequisites, and then 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d152846e61">Permission Sets Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d152846e61 ">To manage <span>Data 360</span>:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d152846e61 ">Data Cloud Admin permission set</td>

          </tr>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d152846e61 ">To manage Agentforce Service (formerly Service Cloud):</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d152846e61 ">Service Cloud User permission set</td>

          </tr>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d152846e61 ">To install Service Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d152846e61 ">Tableau Included App Manager permission set</td>

          </tr>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d152846e61 ">To use Service Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d152846e61 ">Tableau Next Included App Business User permission set</td>

          </tr>

        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/images/icon_note.png)

Note Data 360 must be enabled and set up in order to start these steps. For more information, see [Set Up and Maintain Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_set_up.htm&type=5&language=en_US).

From Setup, in the Quick Find box, enter Service Insights, and then select **Service Insights**. This setup page leads you through everything you must do to successfully install Service Insights.

As you progress through the setup steps, refresh the page to update the steps that are complete.

1. **[Create a Data 360 Salesforce CRM Connection for Service Insights](https://help.salesforce.com/s/articleView?id=service.service_insights_data_cloud_connect.htm&release=264.0.0&type=5)**  
    Before installing the Service data kit and Service Insights, connect Data 360 to Agentforce Service (formerly Service Cloud).
2. **[Ensure Your Service Features Are Enabled for Service Insights](https://help.salesforce.com/s/articleView?id=service.service_insights_enable_service_features.htm&release=264.0.0&type=5)**  
    For Service Insights to work as expected, enable specific features of Agentforce Service (formerly Service Cloud).
3. **[Update the Data Cloud Salesforce Connector Permission Set](https://help.salesforce.com/s/articleView?id=service.service_insights_update_data_cloud_connector_permission_set.htm&release=264.0.0&type=5)**  
    Update the Data Cloud Salesforce Permission Set to enable Service object settings and system permissions.
4. **[Install the Service Data Kit for Service Insights](https://help.salesforce.com/s/articleView?id=service.service_insights_install_data_kit.htm&release=264.0.0&type=5)**  
    The Service data kit includes the Service data bundle based on your Service setup. These bundles provide the necessary data streams, data model objects, and data mappings for Service Insights.
5. **[Install the C360 Semantic Model for Service Insights](https://help.salesforce.com/s/articleView?id=service.service_insights_install_c360sdm.htm&release=264.0.0&type=5)**  
    The C360 semantic data model (SDM) is a unified semantic model that serves as a central foundation to define and manage metrics derived from standard Salesforce objects. It defines the relationships between Service Insights objects.
6. **[Update Admin Permissions](https://help.salesforce.com/s/articleView?id=service.service_insights_update_perms.htm&release=264.0.0&type=5)**  
    Next, ensure that the correct permissions are assigned for the admin user.
7. **[Install Service Insights](https://help.salesforce.com/s/articleView?id=service.service_insights_enable.htm&release=264.0.0&type=5)**  
    After Service data is ingested into Data 360 and Tableau Next is enabled, you’re ready to install Service Insights.
8. **[Configure Service Insights User Permissions](https://help.salesforce.com/s/articleView?id=service.service_insights_user_perms.htm&release=264.0.0&type=5)**  
    Next, ensure that the correct Data 360 permissions are enabled for dashboard viewers.