You are here:
View Details About a Person or Organization in the AI Relationship Research Graph
Click a node in the relationship graph to open the Entity Details panel and view AI-generated context, source citations, and available actions for a discovered person or organization.
-
Click a node in the relationship graph.
The Entity Details panel opens and shows these details:
- The name and record type of the person or organization.
- Context: An AI-generated description of who the entity is and why it is relevant to your research target.
- Citation: A quoted excerpt from the source and a link to the original source.
-
From the panel, take one of these actions:
- Click View Record to open the associated Salesforce record if one exists.
- Click Create Record to create a new Salesforce record from the discovered entity.
- Click Confirm Record to confirm a suggested match with an existing CRM record.
- Click Remove to remove the relationship from the graph.
Did this article solve your issue?
Let us know so we can improve!
