Key Benefits of AI Relationship Research

AI Relationship Research surfaces hidden connections, replaces manual research, and enables you to act on relationship insights without leaving Salesforce.

• Uncovers hidden connections: Surfaces relationships that are difficult to find through manual search, such as former colleagues, board members, investors, industry associations, and mutual contacts.
• Replaces manual research: Instead of switching between CRM tabs, external documents, and public web content, AI Relationship Research consolidates everything into one place.
• Prioritizes what matters: Finds the top eight most important connections that can help you influence decisions.
• Drives immediate action: From the relationship graph, you can create CRM records and ask follow-up questions in Agentforce.
• Stays embedded in your flow: AI Relationship Research resides on the record pages you work from, with no separate app or portal required.
• Adapts to your organization: Admins can configure which object types to research, which data sources to search, and which relationship types to prioritize.