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.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
Who: To use AI Relationship Research, your org requires an AI Relationship Research license, a provisioned Data 360 org, and Einstein Generative AI enabled. Assign the AI Relationship Research Admin permission set to admins who set up and configure the feature, and the AI Relationship Research User permission set to end users who generate and view relationship insights.
How: From Setup, go to AI Relationship Research and create a configuration. Select an anchor object, such as Account, and then select the CRM data source to view a grid of source objects. The grid shows each object's searched fields, relationship to the anchor object, and current record count in your org. Use the record counts to determine whether an object contains enough data to affect performance, and select or deselect objects to control what gets searched. To include a custom object, add it to the configuration, select the fields to search, and define its relationship path to the anchor object by entering the relationship name instead of the field label.