Configure AI Relationship Research

Configure AI Relationship Research by selecting the Salesforce objects to research, the data sources to use, and the relationship types to prioritize.

1. Open AI Relationship Research setup:
   1. From Setup, in the Quick Find box, enter AI Relationship Research, then select AI Relationship Research Setup.
   2. On the setup landing page, click New AI Relationship Research Configuration or select an existing configuration to edit.
2. Configure AI Relationship Research. Select the configuration type, enter a configuration label, enter a configuration description, and then click Save and Continue.
3. Configure research anchor objects. Select which anchor objects AI Relationship Research searches when generating insights.
   1. Click Set Up.
   2. Select an object to research: Account, Contact, Lead, or Opportunity.
   3. Click Save and Continue.
4. Configure data sources. Select which data sources AI Relationship Research searches when generating insights.
   1. Click Set Up.
   2. From the data sources dropdown, select the data sources for relationship insights: Web, CRM, or Data 360.
   • Web: Searches public web content. When Data Cloud is enabled, the web search retriever is available by default, so no extra setup is needed.
   • CRM: Searches your Account and Contact records. CRM is included by default and needs no extra setup.
   • Data 360: Searches your Data 360 objects and documents.
5. If you selected Web, review and accept the web search authorization statement.
6. If you selected Data 360, then set the access context and configure retrievers:
   1. Under Set the Access Context, select the user who runs data retrieval.
   2. Make sure that the selected user is assigned the AIRR Prompt Execution, AIRR CRM Access, and AIRR DataCloud Access permission sets. To assign these permission sets, click Configure Users to open the user's detail page, then use the Permission Set Assignments related list. For more information, see Manage Permission Set Assignments.
   3. After you assign the permission sets, click Refresh to update the user list.
   4. In the Data 360 Retrievers section, select one or more retrievers from the list, or click Configure Retrievers to add new ones.
   5. To update the retriever list, click Refresh.
   6. To validate a retriever, expand Advanced Settings, enter a custom validation term, and then click Verify Retriever.

   For more information about data retrievers, see Retrieve Data and Manage Retrievers.

7. Prioritise the relationship types:
   1. Click Set Up.
   2. Click the down arrow that appears against each of the relationship categories, and reorder them based on the priority.
   3. Click Save and Continue.

   Your AI Relationship Research configuration summary is displayed.

8. Click Activate.

   You can now start using this AI Relationship Research setup to extract relationships for your research object page. For example, Account.