AI Relationship Research searches the Accounts and Contacts in your Salesforce org to identify and analyze potential relationships from the people and organizations already in your org.
CRM-sourced relationships appear as solid edges in the relationship graph. CRM search can provide information about several relationship types, including:
- Contacts already connected to the research target and their roles.
- Accounts that share a structured relationship with the research target, such as employers, parents, subsidiaries, or partners.
- Web-identified organizations that match existing account records in your CRM.
Access to CRM-sourced relationship nodes is governed by your Salesforce sharing rules, role hierarchy, and field-level security. You see only the CRM-linked entities that your profile and permission sets allow you to view.
Requires: No additional setup. Included in all AI Relationship Research configurations.