Additional Persona productsGraph

Graph Query Templates

Graph query templates house the configuration for a single type of graph query. They can be automated or run ad-hoc with different parameters. To get started, find or create the graph templates you want to use in your organization’s dashboard on the graph templates page.

Platform Interoperability

By using Graph Query Templates, you can use them in:

  • Accounts page Graph card

    • Analyze the entities the given Account has relationships with to determine its risk
    • Compare against historical snapshots to see how the relationships have changed

  • Cases page Graph module

    • Analyze the entities the given Case object has relationships with to determine its risk
    • Compare against historical snapshots to see how the relationships have changed

  • API calls

    • Use all the rich data Persona has in Graph to inform decision making at critical points in your flow

  • Workflows conditionals

    • Create automated rules and decisioning based on Graph data within any branch of your workflows