First, install the Service Data Kit.
Required Editions
| View supported editions. |
Important If you already have the Service data kit installed, upgrade or
reinstall it to ensure that it’s up to date and contains the Knowledge bundle and Einstein
Conversation Mining bundle. Upgrading the data kit is necessary to access the latest
enhancements to Service Intelligence.
Customizing the Knowledge API, such as renaming the Knowledge_kav object, prevents the Knowledge data bundle from displaying.
- In Data Cloud, click the gear icon and then select Data Cloud Setup.
- Under Configuration, select Salesforce CRM.
- Find the Service bundle, and click the menu button on the right. Select Install.
- In the Package Install flow, follow the standard process for installing a package. For more information, see Installing Packages.
- To upgrade the Service data kit, navigate to the Service bundle, click the menu button on the right, and select Upgrade.
To view the data kit details, go to Data Cloud Setup. Under Tools, select Data Kits and then click ServiceDK.