Loading
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          CSI Score (Beta)

          CSI Score (Beta)

          CSI Score synthesizes and translates customer signals into a trusted score that reveals drivers, business impact, and risk across the customer lifecycle. With this unified score, leaders can align teams, mitigate risks early, and drive measurable business outcomes. By unifying operational, sentiment, and unstructured signals across departments, it surfaces not just customer health, but emerging risks, growth opportunities, and operational priorities. Change becomes explainable and impact measurable, enabling leaders to act early, align teams, and make confident, outcome-driven decisions.

          Important
          Important 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.
          Image for introductory resources

          Read these articles to learn about the features:

          Image for day-to-day task resources

          Read these resources to learn how to use CSI Score for everyday decisions:

          Image for setup resources

          Read these articles to learn about CSI Score setup:

          Image for customization resources

          Read these resources to learn about how to customize CSI Score:

          Image for customization resources

          Read these resources to learn about how to configure predictive models for CSI Score:

          Image for scoring logic resources

          Read these articles to learn about the scoring logic:

           
          Loading
          Salesforce Help | Article