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            Get Notified of Relationship Recommendations

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            Get Notified of Relationship Recommendations

            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
            1. From the Einstein Relationship Insights component, click Setup icon, and select Settings.
            2. 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.
            3. To explore records, open a record.
              Note
              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
            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.

            Notification of Relationship Recommendations

             
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