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.

CRM-sourced relationships appear as solid edges in the relationship graph. CRM search can provide information about several relationship types, including:

• Contacts already connected to the research target and their roles.
• Accounts that share a structured relationship with the research target, such as employers, parents, subsidiaries, or partners.
• Web-identified organizations that match existing account records in your CRM.

Access to CRM-sourced relationship nodes is governed by your Salesforce sharing rules, role hierarchy, and field-level security. You see only the CRM-linked entities that your profile and permission sets allow you to view.

Requires: No additional setup. Included in all AI Relationship Research configurations.