You are here:
Create a Salesforce Record from a Discovered Entity in the AI Relationship Research Graph
Create a new Salesforce record directly from the relationship graph for a person or organization discovered in external sources that does not yet have a CRM record.
If a node has a plus icon, no Salesforce record exists for that person or organization yet.
- Click the node to open the Entity Details panel.
- Click Create Record.
-
Save your changes.
The new record is created in Salesforce and linked to the research target.
Did this article solve your issue?
Let us know so we can improve!
