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new featureAI Relationship Research
Flag and Fix Outdated Employer Data with Secondary Research Data Validation
AI Relationship Research can now flag on the relationship graph when a contact's or lead's current employer doesn't match its associated account, and users can open the flagged node, review the discrepancy, and confirm the correct employer. Enable the Employer Verification validation rule in a Contact or Lead configuration that uses CRM and Web sources, and add the validation-enabled component to the record page.
identifiers
AI Relationship ResearchEmployer VerificationSecondary Research Data Validation
flags
off by defaultno action required
- how
- Create a Contact/Lead configuration with CRM and Web sources, enable Employer Verification, and add the validation-enabled component to the record page.
- who
- Needs an AI Relationship Research license, Data 360, Einstein Generative AI, and the AI Relationship Research permission sets.
- when
- where
- Enterprise, Performance, Unlimited, and Developer editions.