Learn more about the new resources available with AI Relationship Research.
- Generate relationship insights for a Salesforce record
- Make a POST request to the
/connect/relationship-research/insightsresource. - New request body: Generate Relationship Insights Input
- New response body: Generate Relationship Insights
- Retrieve relationship insights for a Salesforce record
- Make a GET request to the
/connect/relationship-research/insightsresource. - New response body: Get Relationship Insights
- Retrieve the status of a relationship insight generation job
- Make a GET request to the
/connect/relationship-research/insights/jobs/jobIdresource. - New response body: Get Relationship Insights Job Status
- Dismiss a relationship from a relationship insight
- Make a POST request to the
/connect/relationship-research/insights/insightId/relationships/relationshipId/dismissresource. - New request body: Dismiss Relationship Input
- New response body: Dismiss Relationship
- Confirm or override the CRM record match associated with an object in a Relationship Research insight
- Make a POST request to the
/connect/relationship-research/insights/insightId/entities/entityId/crm-matchresource. - New request body: Confirm CRM Match Input
- New response body: Confirm CRM Match