Get notified of relationship recommendations while you’re exploring a record. Explore
more records while getting notified of new relationships instead of waiting for Einstein to show
relationship recommendations.
Required Editions
Available in: Unlimited Edition with Einstein Relationship Insights
Basic
Available for an additional cost in: Enterprise, Performance, and
Unlimited Editions
From the Einstein Relationship Insights component, click , and select
Settings.
Click the Notification Settings tab, and select an option:
To get notified for all records that you explore, select
Always.
If you want Einstein to ask permission to notify you for each record that you explore,
select Ask permission each time.
To explore records, open a record.
Note If you’ve opted for Einstein to ask permission each time, and if Einstein doesn’t find
any relationship for a record, click Notify Me. You’re notified when
Einstein finds relationships.
Example You explore a record named Adam Walkerman. Instead of waiting for Einstein to show
relationship recommendations for Adam Walkerman, you explore other records. Einstein notifies you
of relevant connections for Adam Walkerman after finding all relevant connections, while you
explore another record named 100 new devices for Acme. Click the notification and view
relationship recommendations for Adam Walkerman.
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