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Configure Prerequisite Salesforce Products for CSI Score

Turn on Salesforce products that CSI Score uses and complete the prerequisite setup for these products to implement CSI Score for your company.

Required Editions

View supported editions
User Permissions Needed
To turn on prerequisites:

Customize Application

AND

Data Cloud Architect permission set

AND

Tableau Next Admin permission set

Turn on Prerequisites

  1. From Setup, in the Quick Find box, enter CSI Score (Beta), and then select CSI Score (Beta).
  2. From the Prepare for CSI Score section, review and complete the required setup for the Salesforce products that CSI Score uses:
    Salesforce Product Details
    Data 360 Data 360 is turned on by default in orgs where it’s provisioned.

    If Data 360 isn't turned on, see Turn On Data 360.
    C360 Semantic Data Model Install the C360 Semantic Model.

    If you have already installed the C360 Semantic Model, your installed version may not be compatible with CSI Score. In that case, you must replace your existing version with the latest version.

    See Set up the C360 Semantic Model.
    Tableau Next Turn on Tableau Next.

    See Enable Tableau Next.
    AI Models (formerly Einstein Studio) Make sure that AI Models is provisioned in the org and assign users who work with AI models the required permissions.

    See Set Up AI Models.
Important
Important After you turn on the prerequisite Salesforce products for CSI Score, don't install CSI Score immediately. Before you install CSI Score, map the data model objects (DMOs) that the composite scores of CSI Score use as data sources. See Data Requirements for CSI Score.

Review Data 360 Resources

Resource Why You Need It
Data 360 Standard Permission Sets Learn about the different types of permission sets that you must assign to users to work with Data 360.

Learn about how you can bring data from standard and custom objects and from external systems to data model objects (DMOs) in Data 360.

To learn about the recommended DMOs for CSI Score, see Data Requirements for CSI Score.
The C360 Semantic Model Learn about how the semantic model unifies insights from data points across your org.
Use AI Models

Learn about how to use AI models to identify, surface, and visualize inferences from your company data in Data 360.

AI Models’ Gradient Boosting Machine (GBM) analyzes complex data relationships to identify the top drivers of composite scores.

Review Tableau Next Resources

Resource Why You Need It
Tableau Next Permission Sets and Licenses

Learn about the different types of permission sets that you must assign to users who work with Tableau Next.

Users who interact with Tableau Next require permission sets based on their role or the tasks that they perform.
Enable Metric Insight Summaries in Tableau Next

Learn about how to set up insight summaries in Tableau Next.

Metric insight summaries recap the KPIs that impacted the all-up CSI score.

Review Agentforce Service Resources

Capability Resource Why You Need It
Salesforce Feedback Management

Learn about how to create surveys that can gather customer feedback metric such as NPS and CSAT.

The NPS and CSAT scores provided by customers are used as data source for scores such as Voice of Customer (VoC) and Sentiment (SENT).
Customer Signals Intelligence Customer Signals Intelligence Setup

Learn about how to set up Agentforce Service's Customer Signals Intelligence.

Insights generated from customer feedback metric such as NPS and CSAT are used to calculate the Sentiment (SENT) score. Agentforce Service's Customer Signals Intelligence generates the insights.
Important
Important CSI Score is a differentiated Salesforce offering from Agentforce Service's Customer Signals Intelligence offering.