To use Service Intelligence, enable CRM Analytics and set up permissions.
Required Editions
On the Service Intelligence setup page, click Start for the Service
Intelligence Installation Prerequisites step.
This step performs 3 actions. It enables CRM Analytics to provide access to the Service
Intelligence dashboards and analytics. Next, it assigns the Service Intelligence Admin and CRM
Analytics Admin permission sets to you. Finally, it integrates CRM Analytics and Data 360,
turning on this preference option on the Analytics Settings page.
Note For orgs with specific Industry licenses, this step assigns the Revenue Intelligence
Admin permission set instead of the CRM Analytics Admin permission set. Both provide access to
CRM Analytics.
The progress of these actions is visible on the Service Intelligence page. When the actions are complete, move on to install the Service Intelligence app.