CSC Toolkit Lightning Component Fields

The tables below show the cards and buttons displayed in the CSC Toolkit component on account record pages.

Cards

Cards in the CSC Toolkit Component
Card Description
Identify Expansion Opportunities Identify cross-sell expansion opportunities for this account. Clicking Run performs two analyses: an AI-powered product need fit analysis based on the account's industry, annual revenue, and billing country, and an analytics-based whitespace analysis that recommends products owned by similar accounts. For more information, see Identifying Expansion Opportunities.

Buttons

Buttons in the CSC Toolkit Component
Button Name Description
Run Run Runs the actions in the card. For Identify Expansion Opportunities, these are an AI-powered product need fit analysis and an analytics-based whitespace analysis. The button is disabled while an action is in progress.
View Explanation View Explanation Opens the View Explanation window, which presents each identification strategy that ran on its own tab and reports any errors. Available after the identification finishes.