Every business defines customer success differently. Serve these unique business requirements by cloning or extending the CSI Score semantic model. Map extra data model objects (DMOs) to include proprietary signals in the semantic layer. Modify calculated fields, adjust metric weights, and add KPIs to tailor composite scores and the all-up CSI score.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions.
Note CSI Score is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by
Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service
is at the Customer's sole discretion.
When: CSI Score is available starting in March 2026.
How: To enable CSI Score (beta), contact your Salesforce account executive.