AI Relationship Research Data Sources

AI Relationship Research draws from three independent data source categories: public web search, internal Salesforce CRM records, and Data 360 objects and data libraries.

Each source contributes a different type of relationship evidence, and they work together to build the most complete picture of your target record's relationship network. Configuring additional sources expands the depth and quality of the insights AI Relationship Research surfaces.

• Web search: If you’ve enabled Data 360, the Web search retriever is available by default. The feature uses Bright Data as a subprocessor for web search.
• CRM records: AI Relationship Research searches over Account and Contact records in the org. This search is always on and requires no extra setup.
• Data 360 search: Requires one or more configured search retrievers to surface relationships and evidence from any configured DMO. See Retrieve Data and Manage Retrievers.

The relationship graph uses edge styles to distinguish how relationships are identified. See Edges.

Data Source Comparison

Source	Setup required	Edge style	Source icon
Public web	Data 360 license See Data 360 Editions and Licenses.	Dotted	Web icon
Internal CRM records	None. Included by default.	Solid	CRM icon
Data 360 objects and files	Data 360 license Search retrievers See Data 360 Editions and Licenses, Retrieve Data, and Manage Retrievers.	Dotted	Data 360 icon

• Public External Search
  AI Relationship Research searches the public web to discover relationships not yet captured in your CRM.
• Internal CRM Records
  AI Relationship Research searches the Accounts and Contacts in your Salesforce org to identify and analyze potential relationships from the people and organizations already in your org.
• Data 360 Objects and Documents
  For orgs with Data 360, AI Relationship Research can search data model objects (DMOs).