Set Up and Administer Proactive Service

This section provides the sequential checklist for Salesforce admin to configure the Data 360 connections, install software, assign permissions, and set up the Agentforce troubleshooting infrastructure.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Available in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. Access to some standard agent actions requires additional add-on licenses.
Available in: LWR and Aura

Complete the foundational tasks in sequence before configuring your first detection rule:

  1. Data and Platform Foundation
  2. Set Up Guided Agent Troubleshooting
  3. Proactive Service Configurations
  4. Validation and Maintenance