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            Data Requirements for CSI Score

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            Data Requirements for CSI Score

            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.

            Required Editions

            View supported editions

            Understand How CSI Score Uses DMOs

            CSI Score sources data from standard DMOs that are available in Data 360 by default. For CSI Score to use data from the DMOs, map the DMOs to their data sources.

            If you have Service Cloud or Revenue Management, you can use their data kits to map standard objects to DMOs. These are some of the product-specific data kits you can use to send data from objects in your org to DMOs in Data 360:

            You can also map DMOs with data sources such as custom objects that are unique to your Salesforce implementation and external data sources. To learn about how to connect data sources in Data 360, see Connect Data.

            Important
            Important Make sure that the DMOs that feed data for the composite scores are available in the default data space in Data 360.

            Recommended DMOs for Composite Scores

            Score Recommended DMOs
            Voice of Customer (VOC) Score
            Sentiment Score (SENT)
            • Account
            • Engagement Analysis Text Insight
            Journey Experience Score (JXS)
            Engagement Effectiveness Score (EES)
            Revenue Health Score (RHS)
            Operations Score (OPS)
            Customer Health Score (CHS)
            Churn Risk Index (CRI)
            Customer Lifetime Value Score (CLV)
            Note
            Note The Data 360 DMO and Mapping Guide currently doesn't list all standard DMOs provided by Data 360. You can find all DMOs and mapped DMOs in the Data Model tab of Data 360.
             
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