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AI Relationship Research Requirements
Before setting up AI Relationship Research, confirm that your org has the required licenses, permissions, and platform features.
Required Licenses
| Requirement | Why it is needed |
|---|---|
| AI Relationship Research license | Enables the product in your org. Contact your Salesforce account executive to add this license. |
| Data 360 | AI Relationship Research uses Data 360 as the foundation for its data architecture. A provisioned Data 360 org is required even if you plan to use CRM data or web search only. |
| Einstein Generative AI | AI Relationship Research uses large language models to conduct research, extract and infer relationships, and generate relationship summaries. Einstein Generative AI must be enabled before you can configure or run AI Relationship Research. |
Required Permission Sets
| Role | Permission Set | Grants access to |
|---|---|---|
| Admin | AI Relationship Research Admin | AI Relationship Research setup and configuration flows |
| End user | AI Relationship Research User | AI Relationship Research component on record pages |
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