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Add Validation to a Lead or Contact Record Page
Attach a validation-enabled research configuration to a Lead or Contact record page so that the relationship graph flags employer discrepancies for your users.
| Permission | Required for |
|---|---|
| AI Relationship Research User | Edit Lightning Record Pages |
Enable Employer Verification on the configuration before you add it to a record page. See Set Up Secondary Research Validation.
- From Setup, in the Quick Find box, enter Lightning App Builder, then select Lightning App Builder.
- Select the Lead or Contact Lightning Record Page that you want to edit, then select Edit Page.
- If the AI Relationship Research component isn't already on the page, search for it in the component panel and drag it to the position on the page where you want it to appear.
- Select the AI Relationship Research component. Then, in the component properties panel, from the Configuration Name list, select the configuration that has Employer Verification enabled.
- Click Save, then click Activate if the page isn't already active.
After you save the page and refresh the relationship graph, the discrepancies that Employer Verification detects appear as warning icons on the graph. To resolve a flagged discrepancy, see Review and Resolve an Employment Discrepancy.
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