---
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id: 2ed2f04736b1fc6facd47afb7784ed7a978bd0efdad7c76ea83013b626b15b82
title: Improve Operations with Service Intelligence
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/service_intelligence_intro.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.service_intelligence_intro.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b310f9ce451c22d7fcb5ea9dcd6ab51f55789e0fa913aa0760aa68fc0ca38811
description: Service Intelligence is a data-driven solution that displays key contact center performance metrics. Determine whether you're meeting your customer service goals with easy-to-understand data visualizations. Service Intelligence includes Data Cloud, CRM Analytics, and Einstein Conversation Mining. The combination of customer data, key performance indicators (KPIs), and AI help your service team improve operations and reduce costs.
products:
  - Service Cloud
release: "264"
---
# Improve Operations with Service Intelligence

Service Intelligence is a data-driven solution that displays key contact center performance metrics. Determine whether you're meeting your customer service goals with easy-to-understand data visualizations. Service Intelligence includes Data Cloud, CRM Analytics, and Einstein Conversation Mining. The combination of customer data, key performance indicators (KPIs), and AI help your service team improve operations and reduce costs.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

- **[Service Intelligence Considerations and Requirements](https://help.salesforce.com/s/articleView?id=service.service_intelligence_considerations.htm&release=264.0.0&type=5)**  
    Use the information in this section to ensure your org is set up correctly before you begin installation. To support your installation and visualizations, review the requirements for Data 360, CRMA, and your industry data.
- **[Service Intelligence Setup](https://help.salesforce.com/s/articleView?id=service.service_intelligence_setup.htm&release=264.0.0&type=5)**  
    Use the Service Intelligence page to walk through the steps for Data 360 prerequisites, installation prerequisites, and then install Service Intelligence.
- **[Service Intelligence Data Refresh](https://help.salesforce.com/s/articleView?id=service.service_intelligence_data_refresh.htm&release=264.0.0&type=5)**  
    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.
- **[Service Intelligence Insight Components](https://help.salesforce.com/s/articleView?id=service.service_intelligence_insights.htm&release=264.0.0&type=5)**  
    Service Intelligence components provide a key contact center performance metric that can easily be embedded where you need it.
- **[Service Intelligence Dashboards](https://help.salesforce.com/s/articleView?id=service.service_intelligence_dashboards.htm&release=264.0.0&type=5)**  
    Service Intelligence dashboards are data-driven solutions that display key contact center performance metrics.
- **[Explore Service Intelligence Data in Tableau](https://help.salesforce.com/s/articleView?id=service.service_intelligence_tableau.htm&release=264.0.0&type=5)**  
    The Service Intelligence dashboards contain rich data. But if you want a deeper dive into your data or to create your own visualizations, you can do so in Tableau.

#### See Also

- [_Trailhead:_ Service Intelligence: Quick Look](https://trailhead.salesforce.com/content/learn/modules/service-intelligence)
- [_Trailhead:_ Service and Data 360>: Quick Look](https://trailhead.salesforce.com/content/learn/modules/service-and-data-cloud-quick-look)