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AI Relationship Research
Open a Matched Salesforce Record in the AI Relationship Research Graph

Open a Matched Salesforce Record in the AI Relationship Research Graph

Open the Salesforce record linked to a node in the relationship graph when a CRM match has been confirmed.

If an edge is a solid line, the node entity is already an existing Salesforce record.

  1. Click the node to open the Entity Details panel.
  2. Click View Record to open the matched record.
 
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