RelateIQ is a Salesforce-native relationship intelligence engine. It analyzes your org’s contact, account, and opportunity records and maps the hidden connections between them—think of it like a relationship graph that lives inside your CRM.
Modern CRMs hold thousands—sometimes millions—of individual data points about people, companies, and past interactions. But it’s often hard to tell what relationships actually matter, or how they connect across the organization. Salesforce has the raw data—but surfacing relational insight usually requires custom reports, plugins, or manual digging.
RelateIQ was built to solve that pain directly inside Salesforce.
Using native components and scalable Apex, the app creates a dynamic, always-updating relationship map across standard and custom objects. You can view connections visually from any Contact, Account, or Opportunity record, and quickly identify who your team has engaged with, who’s connected to key decision-makers, and which relationships are growing—or fading.
RelateIQ doesn’t just show you contact history. It shows you context.
RelateIQ is a Salesforce-native relationship intelligence application that helps organizations uncover and visualize meaningful connections between people, companies, and activities within their CRM. It builds dynamic relationship graphs based on your existing Salesforce data, enabling teams to identify warm introductions, understand stakeholder networks, and act on relational context that is often buried across records.
RelateIQ delivers this insight natively through Lightning Web Components (LWC), combining elegant, interactive UI with robust Apex-driven logic to support complex org structures at scale. It's designed for sales, customer success, and marketing teams who want to work smarter—not just harder.
Traditional CRM views are flat. You can see records and fields, but it’s difficult to understand how contacts relate to each other, how your internal teams have engaged with an account, or who within your org has the strongest ties to a particular lead.
This lack of relational visibility leads to inefficient handoffs, missed opportunities, and disjointed customer experiences. Account teams rely on spreadsheets, side conversations, or assumptions to navigate relationships—wasting time and introducing risk.
RelateIQ bridges the gap by automatically generating relationship maps and engagement scores based on existing Salesforce data. It operates quietly in the background, indexing connections between users, contacts, and accounts, then presents that insight directly within the record view using native Lightning components.
With RelateIQ, reps can instantly see who knows a prospect best, who has worked with a contact before, and where influence truly lies within an organization.
Relationship Mapping
Visualize connections across Contacts, Accounts, Opportunities, and internal users through a real-time, interactive graph embedded directly into Lightning pages.
Warm Path Finder
Surface internal colleagues with the strongest existing relationships to a contact or account, enabling warm introductions without extra effort.
Engagement Scoring
Measure relationship depth based on historical data—frequency of emails, calls, meetings, and Salesforce tasks—using a customizable scoring model.
Plug-and-Play Setup
Works out of the box with standard Salesforce objects. No configuration required. Supports custom objects and fields via optional schema mapping.
Data-Aware & Secure
Respects org-wide sharing rules, user permissions, and field-level security. Users only see the relationships they are authorized to view.
Platform: Salesforce Lightning Platform (AppExchange-ready)
Frontend: Lightning Web Components (LWC) for visualizations and UI components
Backend: Apex for graph-building, scoring logic, and asynchronous job handling
Data Access: SOQL, SOSL, and Relationship Queries scoped to user context
Packaging: Managed Package with full metadata coverage, namespace isolation, and AppExchange compliance
Security: Role hierarchy enforcement, sharing rule compliance, FLS-respectful logic, no external data dependencies
RelateIQ brings modern relationship intelligence to the Salesforce platform without requiring external tools or integrations. It strengthens team coordination, helps close deals faster, and turns your CRM into a living network map—giving every rep and leader the clarity they need to act with confidence.
