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Set Up Secondary Research Validation
Add secondary research data validation to a Contact or Lead configuration so that AI Relationship Research checks employer information and flags discrepancies on the AI Relationship Research graph.
| Permission | Required for |
|---|---|
| AI Relationship Research Admin | Access and complete setup flows |
You enable validation while you create or edit a configuration. For the full configuration flow, see Configure AI Relationship Research. For an overview of validation, see Secondary Research Data Validation for Leads and Contacts.
- From Setup, in the Quick Find box, enter AI Relationship Research, then select AI Relationship Research Setup.
- On the setup landing page, click New AI Relationship Research Configuration or edit an existing configuration.
- Select the configuration type AI Relationship Research Setup with Secondary Validation.
- Enter a configuration label, description, and then click Save and Continue.
- Select Lead or Contact as the research anchor object.
- Select data sources.
- Prioritize relationship types.
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Configure secondary research data validation.
- Click Set Up.
- Turn on Secondary Research Validation.
- Turn on Employer Verification.
- Click Save and Continue.
- Activate the configuration.
Each time research runs for a Contact or Lead record, AI Relationship Research validates the employer information. When the current employer doesn't match the discovered employer, a warning icon appears on the affected AI Relationship Research graph node.
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