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从 AI 关系研究图表中的已发现实体创建 Salesforce 记录
直接从关系图中为尚未拥有 CRM 记录的外部来源中发现的人员或组织创建新的 Salesforce 记录。
如果节点包含加号图标，则该人员或组织尚不存在 Salesforce 记录。
- 单击节点，以打开实体详细信息面板。
- 单击创建记录。
-
保存更改。
新记录在 Salesforce 中创建，并链接到研究目标。
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