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Create a Data 360 Salesforce CRM Connection

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

Required Editions

View supported editions.
Important
Important Service Intelligence currently supports only an internal Salesforce connection.
  1. On the Service Intelligence setup page, click Connect for the Create the Data Cloud 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.

See Also