Exploring Graph Search - Example

You can create a search query based on relationship details and view the results of the Graph Search.

You can build your relationship data in your query itself. This will provide you the detail you need in your search result and you will not have to go through your profile results to look for the related data.

In our example, let us look at a scenario where a company is selling products. They want to sell their products only to companies, and not to individuals. They also want to concentrate on companies that are in the state of California.

Using Graph Search, you can search your contact list that is made up of thousands of contacts, and narrow it down to your requirement.

Let us now create a search query to view a list of contacts that have one organization associated with it.

To create the graph search query:

  1. Click Search → Graph Search icon.

    The Graph Search landing page displays the Entity Types that are available in your tenant.

  2. Click Contact. The Graph Search Query Builder page is displayed.
  3. Click Add Relation.

  4. From the Relationship Type drop-down list, select Organization to Contact.
  5. Click Search.

    The search results display a list of contacts that have an organization associated with it.

    We now have a list of contacts that have an organization associated with it. We would like to further drill-down to the contacts who have addresses in the State of California.

    Let us add to the query we created.

  6. Click Graph Search to go back to the graph query.
  7. Click Add Relation.

  8. From the Relationship Type drop-down list, select has address.
  9. From the drop-down list, select Exists.
  10. Click Search.

    The search results display a list of contacts that have an organization associated with it and one address referenced.

    Now we have a list of contacts that have an organization associated with it, and it has an address. From this list, we want to look at only those companies that are in the State of California.

    Let’s add more search criteria to the existing query again.

  11. Click Graph Search.

    You will go back to the existing graph query.

  12. For the Location relationship type, from the Select attribute drop-down, select State.

    An input box is displayed.

  13. From the equals drop-down list, select California.
  14. Click Search.

    The search results will now display a list of contacts that have atleast one organization associated with it and an address that is in the state of California.