Set Up Service Data in Data 360 for Service Insights

Next, deploy the Service data bundles as data streams in Data 360.

Required Editions

View supported editions.

Here are the required components for different dashboards.

dashboard Data Kit Data Bundle C360 Semantic Model
Cases Service Data Kit Service Required
Customer Satisfaction Service Data Kit Service Required
Omni-Channel Service Data Kit Service Required
Service Rep Service Data Kit Service Required
Knowledge Service Data Kit Knowledge Required
Service Agent Not dependent Not dependent Not dependent
Service Planner Not dependent Not dependent Not dependent
  1. From the App Launcher, find and open Data Cloud.
  2. In Data Cloud, go to the Data Streams tab and click New.
  3. Select the Salesforce CRM connected data source and click Next.
  4. Select your connected Salesforce org.
    If there’s only one Salesforce org connected to Data 360, it’s selected by default.
  5. Select Data Bundles, then select the Service data bundle, and click Next.
  6. Select the default data space and click Next.
    The installed objects and fields are displayed. Don’t remove the data objects, fields, or mappings because Service Insights relies on the standard installation to populate the dashboards correctly.
  7. Click Deploy.
    The Service data bundle deploys data streams. The Data Streams tab displays the progress. When the data streams show an Active status, you’re ready to continue.

If you’ve enabled Knowledge features, you must deploy additional data bundles. Repeat these steps for the Knowledge bundles to deploy their data streams.

Note
Note When a data bundle is added, Data Cloud credit consumption starts. You can monitor the consumption from your Org62 account page or contact your Account Executive.