Understand the factors driving CSI score trends by using Insight Summary. This AI-generated summary provides an immediate explanation of the top two composite scores that impacted the all-up CSI score during a period. Powered by Tableau Next's Metric Insight Summaries, these insights provide clarity on how specific dimensions influence CSI scores to build company-level decision confidence.
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.
