# Kernel Docs ## Docs - [Introduction](https://docs.kernel.ai/overview/readme.md): Build the entity foundation your CRM has always been missing - [KERN ID](https://docs.kernel.ai/concepts/kern-id.md): Kernel's entity database is anchored on a unique, persistent ID that covers every entity of every kind. - [Entity resolution](https://docs.kernel.ai/concepts/entity-resolution.md): Kernel's proprietary entity resolution mechanism intelligently matches records in your system record with Kernel's database similarly to how a human would do it - with full context - [Hierarchy relation taxonomy](https://docs.kernel.ai/concepts/hierarchy-relation-taxonomy.md): How Kernel labels each account's position in its corporate tree. - [Entity data](https://docs.kernel.ai/data/entity-data.md) - [Core entity data](https://docs.kernel.ai/data/entity-data/core-entity-data.md): The identity fields Kernel resolves for each real-world entity - [Entity categories](https://docs.kernel.ai/data/entity-data/entity-categories.md): How Kernel classifies the type and role of each resolved entity - [LinkedIn URL](https://docs.kernel.ai/data/entity-data/linkedin-url.md): How Kernel matches a resolved entity to the right LinkedIn company page - [Hierarchies](https://docs.kernel.ai/data/hierarchies.md): How Kernel links entities into corporate trees - [Parent relationships](https://docs.kernel.ai/data/hierarchies/parent-relationships.md): Immediate parent, top parent, top operating parent, and standalone entities - [Regional subsidiaries](https://docs.kernel.ai/data/hierarchies/regional-subsidiaries.md): How Kernel distinguishes regional subsidiaries from duplicate accounts - [Firmographics](https://docs.kernel.ai/data/foundational-data.md): High-level guide to Kernel firmographic data and field-level explainers - [Headcount](https://docs.kernel.ai/data/foundational-data/headcount.md): How Kernel determines payroll-based headcount at entity and consolidated scope - [Revenue](https://docs.kernel.ai/data/foundational-data/revenue.md): How Kernel determines annual revenue, currency, source, and scope - [Location](https://docs.kernel.ai/data/foundational-data/location.md): Why Kernel separates operating and registered location - [Operational status](https://docs.kernel.ai/data/foundational-data/operational-status.md): How Kernel determines whether an entity is active, absorbed, out of business, or undetermined - [Industry (custom)](https://docs.kernel.ai/data/foundational-data/custom-verticals.md): Industry classification tailored to exactly how you segment the market, grounded in Kernel entity data and context - [Data feedback loop](https://docs.kernel.ai/data/data-feedback-loop.md): Kernel's feedback loop allows reps to flag issues for the data team to resolve, and ensures accuracy. - [Overview](https://docs.kernel.ai/app/overview.md) - [Risk management](https://docs.kernel.ai/app/configuration.md): Kernel's configuration is opinionated, customizable, and tailored to RevOps use cases. - [Account risk](https://docs.kernel.ai/app/configuration/account-risk.md): Kernel's risk methodology lets you execute sweeping, automatic changes across your CRM without disrupting business operations - [Active users](https://docs.kernel.ai/app/configuration/active-users.md): Kernel's customizable algorithm detects which accounts are owned by active sales reps. - [Actions](https://docs.kernel.ai/app/actioning.md): How to safely take actions based on Kernel's analysis - [Delete inoperational](https://docs.kernel.ai/app/actioning/delete.md): Remove dead and dormant accounts from your CRM - [Merge duplicates](https://docs.kernel.ai/app/actioning/merge.md): How Kernel merges duplicate accounts in Salesforce - [Associate hierarchies](https://docs.kernel.ai/app/actioning/associate.md): Link child accounts to their parent within your CRM - [Audit trail](https://docs.kernel.ai/app/backup.md): Kernel keeps a rolling snapshot of your CRM to ensure you can effortlessly roll-back. - [Salesforce integration](https://docs.kernel.ai/integrations/salesforce-integration.md): Kernel connects to Salesforce via secure OAuth, reading standard objects and writing only to Kernel fields with a minimal permission set. - [Package Installation Guide](https://docs.kernel.ai/integrations/salesforce-integration/package-installation-guide.md): Guide to install the Salesforce Integration Package and Sync with Kernel - [Custom Object](https://docs.kernel.ai/integrations/salesforce-integration/custom-object.md) - [Live scan enrichment](https://docs.kernel.ai/integrations/salesforce-integration/enrich-with-kernel.md): How Kernel keeps Salesforce account data current through scheduled refreshes and the Enrich with Kernel action. - [Okta SSO Setup Guide](https://docs.kernel.ai/integrations/salesforce-integration/okta-sso-setup-guide.md): This guide outlines the steps required to configure Single Sign-On (SSO) between your Okta instance and the Kernel platform using SAML. - [S3 file exchange](https://docs.kernel.ai/integrations/s3-integration.md): Exchange data with Kernel through a secure Amazon S3 bucket - no CRM installation required. Batch file delivery for initial cleanups, scheduled refreshes, and automated ingestion. - [API](https://docs.kernel.ai/developer/api.md): Kernel API reference. - [Inbound](https://docs.kernel.ai/developer/inbound-api.md) - [SSO/SAML](https://docs.kernel.ai/security/sso-saml.md) - [Trust center](https://docs.kernel.ai/security/trust-center.md): Kernel's security posture, certifications, and compliance documentation --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. 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