---
schema_version: "1"
id: b8ad34997d743ba8db4b1a8f16d33b7141965f2771127eac0683bf07eb37e7e7
title: Configure Prerequisite Salesforce Products for CSI Score
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/csi_score_setup_enable.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.csi_score_setup_enable.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f8252d212f33e12509cf0e943b7105e3e1d410fa6a6a57bd97ccdda13b359c49
description: Turn on Salesforce products that CSI Score uses and complete the prerequisite setup for these products to implement CSI Score for your company.
products:
  - Cross Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=analytics.csi_score_learn_requirements.htm&amp;release=264.0.0&amp;type=5" title="Learn about the Salesforce editions, products, and licenses required for CSI Score.">View supported editions</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d3324e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e63 ">To turn on prerequisites:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e63 ">
              <p>Customize Application</p>
              <p>AND</p>
              <p>Data Cloud Architect permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Tableau Next Admin permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

## 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: <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <thead class="slds-text-title_caps ">
              <tr><th style="vertical-align:bottom;text-align:left;" id="d3324e136-option">Salesforce Product</th>

              <th style="vertical-align:bottom;text-align:left;" id="d3324e136-desc">Details</th>
            </tr></thead>
            <tbody><tr class="">
              <th style="vertical-align:top;" headers="d3324e136-option" id="d3324e149">Data 360</th>

              <td style="vertical-align:top;" headers="d3324e136-desc d3324e149">Data 360 is turned on by default in orgs where it’s provisioned.<p>If Data 360 isn't
                  turned on, see <a href="https://help.salesforce.com/s/articleView?id=data.c360_a_setup_provision.htm&amp;language=en_US" target="_blank">Turn On Data 360</a>.</p>
              </td>

            </tr>
            <tr class="">
              <th style="vertical-align:top;" headers="d3324e136-option" id="d3324e164">C360 Semantic Data Model</th>

              <td style="vertical-align:top;" headers="d3324e136-desc d3324e164">Install the C360 Semantic Model.<p>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.</p>
                <p>See <a href="https://help.salesforce.com/s/articleView?id=analytics.c360_a_sl_c360sdm_setup_task.htm&amp;language=en_US" target="_blank">Set up the C360 Semantic Model</a>.</p>
              </td>

            </tr>
            <tr class="">
              <th style="vertical-align:top;" headers="d3324e136-option" id="d3324e181">Tableau Next</th>

              <td style="vertical-align:top;" headers="d3324e136-desc d3324e181">Turn on Tableau Next.<p>See <a href="https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_tableau.htm&amp;language=en_US" target="_blank">Enable Tableau Next</a>.</p>
              </td>

            </tr>
            <tr class="">
              <th style="vertical-align:top;" headers="d3324e136-option" id="d3324e196">AI Models (formerly Einstein Studio)</th>

              <td style="vertical-align:top;" headers="d3324e136-desc d3324e196">Make sure that AI Models is provisioned in the org and assign users who work
                with AI models the required permissions.<p>See <a href="https://help.salesforce.com/s/articleView?id=data.c360_a_ai_license_perms.htm&amp;language=en_US" target="_blank">Set Up AI Models</a>.</p>
              </td>

            </tr>
          </tbody></table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-csi_score-264-0-0-production-enus/5eb470d9-337a-48d8-b35b-1bd7b712912f/images/icon_important.png)

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](https://help.salesforce.com/s/articleView?id=analytics.csi_score_setup_source_mapping.htm&release=264.0.0&type=5 "CSI Score sources data from data model objects (DMOs) in Data 360 to calculate composite scores. Map the specific DMOs you want the CSI Score Semantic Model and the C360 Semantic Model to use for calculating scores. The Account DMO is mandatory. All other DMOs are optional. You can map them based on whether your Salesforce implementation uses those objects and whether you want to include that data in your score calculations.").

## Review Data 360 Resources

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3324e248">Resource</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3324e251">Why You Need It</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Resource" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e248 "><a href="https://help.salesforce.com/s/articleView?id=data.c360_a_userpermissions.htm&amp;language=en_US" target="_blank">Data 360 Standard Permission Sets</a></td>

              <td data-label="Why You Need It" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e251 ">Learn about the different types of permission sets that you must assign to users to
                work with Data 360.</td>

            </tr>
            <tr class="">
              <td data-label="Resource" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e248 ">
                <ul>
                  <li><a href="https://help.salesforce.com/s/articleView?id=data.c360_a_data_ingestion.htm&amp;language=en_US" target="_blank">Connect Data</a></li>

                  <li><a href="https://help.salesforce.com/s/articleView?id=data.c360_a_salesforce_crm_connector.htm&amp;language=en_US" target="_blank">Salesforce CRM Connector</a></li>

                </ul>
              </td>

              <td data-label="Why You Need It" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e251 ">
                <p>Learn about how you can bring data from standard and custom objects and from external
                  systems to data model objects (DMOs) in Data 360.</p>
                <p style="margin-bottom:0;">To learn about the recommended DMOs for
                  CSI Score, see <a href="https://help.salesforce.com/s/articleView?id=analytics.csi_score_setup_source_mapping.htm&amp;release=264.0.0&amp;type=5" title="CSI Score sources data from data model objects (DMOs) in Data 360 to calculate composite scores. Map the specific DMOs you want the CSI Score Semantic Model and the C360 Semantic Model to use for calculating scores. The Account DMO is mandatory. All other DMOs are optional. You can map them based on whether your Salesforce implementation uses those objects and whether you want to include that data in your score calculations.">Data
                    Requirements for CSI Score</a>.</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Resource" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e248 "><a href="https://help.salesforce.com/s/articleView?id=analytics.c360_a_sl_c360sdm_intro.htm&amp;language=en_US" target="_blank">The C360 Semantic Model</a></td>

              <td data-label="Why You Need It" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e251 ">Learn about how the semantic model unifies insights from data points across your
                org.</td>

            </tr>
            <tr class="">
              <td data-label="Resource" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e248 "><a href="https://help.salesforce.com/s/articleView?id=data.c360_a_ai_use_ai_models.htm&amp;language=en_US" target="_blank">Use AI Models</a></td>

              <td data-label="Why You Need It" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e251 ">
                <p>Learn about how to use AI models to identify, surface, and visualize inferences from
                  your company data in Data 360.</p>
                <p style="margin-bottom:0;">AI Models’ Gradient Boosting Machine (GBM) analyzes
                  complex data relationships to identify the top drivers of composite scores. </p>
              </td>

            </tr>
          </tbody>
        </table>

## Review Tableau Next Resources

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3324e351">Resource</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3324e354">Why You Need It</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Resource" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e351 "><a href="https://help.salesforce.com/s/articleView?id=analytics.tua_admin_permsets_licenses.htm&amp;language=en_US" target="_blank">Tableau Next Permission Sets and Licenses</a></td>

              <td data-label="Why You Need It" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e354 ">
                <p>Learn about the different types of permission sets that you must assign to users who
                  work with Tableau Next.</p>
                <p style="margin-bottom:0;">Users who interact with Tableau Next require permission sets
                  based on their role or the tasks that they perform.</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Resource" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e351 "><a href="https://help.salesforce.com/s/articleView?id=analytics.tua_admin_enable_metric_insight.htm&amp;language=en_US" target="_blank">Enable Metric Insight Summaries in Tableau
                  Next</a></td>

              <td data-label="Why You Need It" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e354 ">
                <p>Learn about how to set up insight summaries in Tableau Next.</p>
                <p style="margin-bottom:0;">Metric insight
                  summaries recap the KPIs that impacted the all-up CSI score.</p>
              </td>

            </tr>
          </tbody>
        </table>

## Review Agentforce Service Resources

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
            <col style="width:33.33333333333333%">
            <col style="width:33.33333333333333%">
            <col style="width:33.33333333333333%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3324e416">Capability</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3324e419">Resource</th>
              <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d3324e422">Why You Need It</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="Capability" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e416 ">Salesforce Feedback Management</td>

              <td data-label="Resource" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e419 ">
                <ul>
                  <li><a href="https://help.salesforce.com/s/articleView?id=xcloud.concept_setup_surveys_overview.htm&amp;language=en_US" target="_blank">Set Up Salesforce Feedback Management</a></li>

                  <li><a href="https://help.salesforce.com/s/articleView?id=xcloud.concept_create_surveys_overview.htm&amp;language=en_US" target="_blank">Create and Customize Surveys</a></li>

                  <li><a href="https://help.salesforce.com/s/articleView?id=xcloud.concept_distribute_surveys_overview.htm&amp;language=en_US" target="_blank">Distribute Surveys</a></li>

                </ul>
              </td>

              <td data-label="Why You Need It" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e422 ">
                <p>Learn about how to create surveys that can gather customer feedback metric such as
                  NPS and CSAT.</p>
                <p style="margin-bottom:0;">The NPS and CSAT scores provided by customers are used as data source for
                  scores such as Voice of Customer (VoC) and Sentiment (SENT).</p>
              </td>

            </tr>
            <tr class="">
              <td data-label="Capability" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e416 ">Customer Signals Intelligence</td>

              <td data-label="Resource" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e419 "><a href="https://help.salesforce.com/s/articleView?id=service.concept_cxi_setup.htm&amp;language=en_US" target="_blank">Customer Signals Intelligence Setup</a></td>

              <td data-label="Why You Need It" class="slds-cell-wrap" style="vertical-align:top;" headers="d3324e422 ">
                <p>Learn about how to set up Agentforce Service's Customer Signals
                  Intelligence.</p>
                <p style="margin-bottom:0;">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.</p>
              </td>

            </tr>
          </tbody>
        </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-csi_score-264-0-0-production-enus/5eb470d9-337a-48d8-b35b-1bd7b712912f/images/icon_important.png)

Important CSI Score is a differentiated Salesforce offering from Agentforce Service's Customer Signals Intelligence offering.