取代手動研究:AI 關係研究不會在 CRM 索引標籤、外部文件和公用 Web 內容之間切換,而是將所有一切整合到一個位置。
排定重要的優先順序:尋找前八個最重要的連線,可協助您影響決策。
推動立即動作:從關係圖表中,您可以建立 CRM 記錄並在 Agentforce 中提出追蹤問題。
保持內嵌在您的流程中:「AI 關係研究」位於您使用的記錄頁面上,不需要個別的應用程式或入口網頁。
適合您的組織:管理員可以設定要搜尋的物件類型、要搜尋的資料來源,以及要排定優先順序的關係類型。
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