Learn more about the available AI Relationship Research API resources.
Confirm or override the CRM record match associated with an object in a Relationship Research insight. Improve object resolution accuracy and make sure objects are linked to the correct CRM records. This resource persists the user’s match confirmation, override, or rejection and makes the updated match information available in subsequent insight retrievals and future insight generations.
Dismiss a relationship from a relationship insight. Use this resource to indicate that a relationship is not relevant, incorrect, not actionable, or otherwise must not be shown.
Relationship Insights (GET, POST)
Generate or retrieve relationship insights for a Salesforce record. Use POST to start asynchronous relationship insight generation and GET to retrieve the latest available relationship insights for a Salesforce record or a specific relationship insight.
Relationship Insights Job Status (GET)
Retrieve the status of a relationship insight generation job. Use this resource to monitor the progress of asynchronous relationship insight generation and retrieve information about the generated relationship insight when available.
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