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Proactive Asset Service (CRMA)

The Asset Health Score indicates the overall condition and performance of an asset. Use this metric to understand the current state of your assets and predict potential issues before they become critical. The Proactive Asset Service creates the Asset Health Score dashboard and related Calculated Insights (CIs). The combination of customer data, key performance indicators (KPIs), and AI help your service team improve operations and reduce costs.

Required Editions

Permission Sets Needed
To manage Data Cloud: Data Cloud Admin permission set
To manage Service Cloud: Service Cloud User permission set
Note
Note To use Proactive Asset Service your org must have the Proactive Asset Service, Field Service, and Entitlements add-on licenses.

CRM Analytics Requirements

  • CRM Analytics Data Cloud integration must be enabled.
  • The CRM Analytics apps and template functionality included as a part of CRM Analytics is available in English only.

Dashboard Requirements

To view data in the Proactive Asset Service dashboards, you need to have the features associated with the dashboards configured and populated with data.

  • 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.