---
schema_version: "1"
id: 692c6113a3fa6522b8c4705d40ab04155982e6f77886478f6d1ff02ec31d1eca
title: Set Up and Administer Proactive Service
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/set_up_and_administer_proactive_service.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.set_up_and_administer_proactive_service.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c3c0927c30c913940a90985cee6b250e2e4c1be8562cea4a2fdcbbdae0d3839b
description: 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.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# 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

<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;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Available in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions. Access to some standard agent actions requires <a href="https://www.salesforce.com/agentforce/pricing/" target="_blank">additional add-on licenses</a>.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://www.salesforce.com/agentforce/pricing/" target="_blank">LWR</a> and <a href="https://help.salesforce.com/s/articleView?id=experience.exp_cloud_basics_glossary.htm&amp;language=en_US&amp;type=5" target="_blank">Aura</a></td></tr></tbody></table>

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

1. [Data and Platform Foundation](https://help.salesforce.com/s/articleView?id=service.data_and_platform_foundation.htm&release=264.0.0&type=5 "Link your service data to the Data 360 environment and configure the permissions required to manage the proactive service lifecycle.")
2. [Set Up Guided Agent Troubleshooting](https://help.salesforce.com/s/articleView?id=service.set_up_guided_agent_troubleshooting.htm&release=264.0.0&type=5 "Establish the messaging infrastructure and the automated skills that the agent uses to interact with customers during proactive service.")
3. [Proactive Service Configurations](https://help.salesforce.com/s/articleView?id=service.proactive_service_configurations_0.htm&release=264.0.0&type=5 "Define the business logic for outreach and manage the execution of proactive service campaigns.")
4. [Validation and Maintenance](https://help.salesforce.com/s/articleView?id=service.validation_and_maintenance_0.htm&release=264.0.0&type=5 "Maintain the accuracy of your proactive service system by performing regular data audits and resolving configuration conflicts.")