在设置 AI 关系研究之前，请确认贵组织拥有所需的许可证、权限和平台功能。
| 要求 | 为何需要 |
|---|---|
| AI 关系研究许可证 | 在您的组织中启用产品。请联系您的 Salesforce 客户主管添加此许可证。 |
| Data 360 | AI 关系研究使用 Data 360 作为其数据架构的基础。即使您计划仅使用 CRM 数据或 Web 搜索，也需要配置 Data 360 组织。 |
| Einstein 生成式 AI | AI 关系研究使用大型语言模型进行研究，提取和推断关系，并生成关系汇总。在配置或运行 AI 关系研究之前，必须启用 Einstein 生成式 AI。 |
| 角色 | 权限集 | 授予访问权限 |
|---|---|---|
| 管理员 | AI 关系研究管理员 | AI 关系研究设置和配置流 |
| 最终用户 | AI 关系研究用户 | 记录页面上的 AI 关系研究组件 |
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