AI Relationship Research is an AI-powered feature that automatically discovers, analyzes, and presents relationship intelligence about the people and organizations connected to your Salesforce records. It scans multiple data sources such as your CRM records, public web content, and Data 360 simultaneously and provides the top-ranked connections directly within your workflow, so you can act on them without leaving Salesforce.
- Uncover More Relationships by Choosing Which CRM Objects to Search
Configure your AI Relationship Research templates to search custom CRM objects in addition to standard objects such as Interaction Summary, Task, Email Message, and Case. By including the custom objects where your business data resides, AI Relationship Research uncovers relationships hidden in unstructured data that standard-object searches don't detect. - Flag and Fix Outdated Employer Data with Secondary Research Data Validation
When AI Relationship Research detects that a contact's or lead's current employer doesn't match the associated account in your CRM, it flags the discrepancy directly on the relationship graph. Users can open the flagged node to identify the correct employer and resolve the conflict. - Get AI Relationship Research Insights Directly in Your Agentforce Conversations
Ask the Agentforce AI Relationship Research agent for insights about an account or contact and see the key people and companies connected to that record without leaving the conversation. The AI Relationship Research Agent identifies the relevant record, surfaces the key people and companies connected to it, explains each relationship, and provides supporting evidence. It also turns those connections into actionable insights, recommending who to engage and the best path to reach them.