Service Intelligence Data Refresh

The Service Intelligence dashboards rely on up-to-date data. When you install Service Intelligence, set a schedule to refresh the data hourly or daily. The refresh includes running the data transforms and updating the datasets.

Required Editions

View supported editions.

The Data 360 data streams refresh hourly, updating the Service data model objects (DMO). The data transforms must be scheduled to process the new and updated DMO data and bring the data into CRM Analytics. The simplest way to do this is to schedule the app refresh during the installation of Service Intelligence.

You can change the schedule or refresh the data as needed on the app management tab. For more information, see Change Your Intelligent App Settings.