---
schema_version: "1"
id: d27eb031e4535d9e574b8c162074bde9e79afef57b8000b4f884870092652966
title: Proactive Asset Service Setup
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/fs_pas_next_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.fs_pas_next_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b9d4e0714b91c39819d0fca99d1e1a605c1fd8aad949f0e0626c1563145f3c7b
description: Use the Proactive Asset Service Setup page to walk through the steps for Data Cloud prerequisites, installation prerequisites, and then install Proactive Asset Service.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Proactive Asset Service Setup

Use the Proactive Asset Service Setup page to walk through the steps for Data Cloud prerequisites, installation prerequisites, and then install Proactive Asset Service.

From Setup, in the Quick Find box, enter Proactive Asset Service, and then select **Proactive Asset Service**. This setup page leads you through everything you need to do for the successful installation of Proactive Asset Service.

As you progress through the setup steps, refresh the page to update the steps that are complete.

1. **[Create a Data Cloud Salesforce Connection](https://help.salesforce.com/s/articleView?id=xcloud.fs_pas_next_data_cloud_connect.htm&release=264.0.0&type=5)**  
    Connect to Data Cloud to leverage its analytics, segmentation, and personalized customer experiences.
2. **[Create an Ingestion API Connection](https://help.salesforce.com/s/articleView?id=xcloud.fs_pas_next_ingest_api.htm&release=264.0.0&type=5)**  
    Push data from an external system into Data Cloud with Ingestion API.
3. **[Assign Permissions](https://help.salesforce.com/s/articleView?id=xcloud.fs_pas_next_who_use.htm&release=264.0.0&type=5)**  
    Select who can use the Proactive Asset Service.
4. **[Enable Service Cloud Features](https://help.salesforce.com/s/articleView?id=xcloud.fs_pas_next_enable_service_features.htm&release=264.0.0&type=5)**  
    This step automatically turns on the required Service Cloud features.
5. **[Install and Deploy the Service Cloud Data Kit](https://help.salesforce.com/s/articleView?id=xcloud.fs_pas_next_install_data_kit.htm&release=264.0.0&type=5)**  
    The Service data kit includes the Service data bundle and provides the necessary data streams and data mappings for Proactive Asset Service.
6. **[Configure Custom Fields](https://help.salesforce.com/s/articleView?id=xcloud.fs_pas_next_custom.htm&release=264.0.0&type=5)**  
    To gain the deeper insights that Proactive Asset Service has to offer, several custom fields must be configured.
7. **[Create Data Streams](https://help.salesforce.com/s/articleView?id=xcloud.fs_pas_next_data_streams.htm&release=264.0.0&type=5)**  
    The Service data kit includes the Service data bundle and provides the necessary data streams and data mappings for Proactive Asset Service.
8. **[Install and Enable Proactive Asset Service Intelligence](https://help.salesforce.com/s/articleView?id=xcloud.fs_pas_next_enable.htm&release=264.0.0&type=5)**  
    After data is ingested into Data Cloud and CRM Analytics is enabled, you’re ready to install Proactive Asset Service.
9. **[Embed Dashboards](https://help.salesforce.com/s/articleView?id=xcloud.fs_pas_next_dashboards.htm&release=264.0.0&type=5)**  
    To create a seamless, contextualized user experience, embed your Tableau Next dashboards directly into Lightning pages.
10. **[Enrich Your Org with Calculated Insights](https://help.salesforce.com/s/articleView?id=xcloud.fs_pas_next_copy_field.htm&release=264.0.0&type=5)**  
    Create related list and copy field enrichments for your record pages with data from Data Cloud.
11. **[Trigger Flows with Data Cloud Data](https://help.salesforce.com/s/articleView?id=xcloud.fs_pas_next_data_cloud_flow.htm&release=264.0.0&type=5)**  
    A flow initiated by the Data Cloud begins operating once specific criteria within a Data Model Object (DMO) or Calculated Insight Object (CIO) are satisfied.