Set Up AI Relationship Research

Setting up AI Relationship Research is a four-stage process. The setup process includes preparing your org with the required features and licenses, assigning the correct permission roles to admins and users, configuring the product to research the right objects from the right data sources, and placing the component on the record pages where your users work.

The optional steps such as creating a Data Library and search retrievers are only required if you want to enable web search or Data 360 as research sources.

• Prepare Your Org for AI Relationship Research
  Before you configure AI Relationship Research, complete these steps to make sure that your org has the required features enabled.
• Assign AI Relationship Research Permissions
  Assign the correct permission set to each user based on whether they set up AI Relationship Research or use it on record pages.
• Configure AI Relationship Research
  Configure AI Relationship Research by selecting the Salesforce objects to research, the data sources to use, and the relationship types to prioritize.
• Add AI Relationship Research to Lightning Record Pages
  After you configure AI Relationship Research, add the relationship graph component to the Lightning Record Pages where your users work.