Use Einstein Relationship Insights to explore people and companies related to your
prospects. By using the explored relationships, connect with decision makers faster, communicate
effectively, and find warm intros to secure deals.
Required Editions
Available in: Unlimited Edition with Einstein Relationship Insights
Basic
Available for an additional cost in: Enterprise, Performance, and
Unlimited Editions
To view
Einstein’s relationship recommendations, from the Einstein Relationship Insight’s component,
navigate to a lead, account, or contact record. Einstein displays relationships for the record
as a list of cards. To view relationships in a graph, click , and under
Display Settings, select Graph view.
List View By default, Einstein displays recommended relationships as a list of cards.
Graph View In addition to the list view, you can view Einstein’s recommended relationships in a relationship graph.
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