Create actionable relationship center graphs from easy-to-use templates, and add them to
the Financial Account and Account pages in the Finance Console for Automotive app. Users can
easily visualize the relationship between different records on a graph, take quick actions on each
record, and traverse the different nodes to get granular details.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions. |
- Visualize the Loans and Leases Related to Your Customer
Show information about all captive finance loans and leases and related stakeholders on a visual graph for Account records. Configure an Actionable Relationship Center (ARC) Graph with information that’s relevant for service representatives, financial consultants, and sales managers looking at Account records.
- Visualize Vehicles and Stakeholders for a Loan or Lease
Show information about all parties and vehicles on a visual graph for a financial account. Configure an Actionable Relationship Center (ARC) Graph with information that’s relevant for service representatives, financial consultants, and sales managers looking at captive loans and leases.