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Configure Visual Settings for ARC Graphs

Customize your ARC graphs by configuring display formats, such as compact or detailed views, and adjusting image and icon settings to help users clearly visualize nodes and relationships.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To create and customize an ARC Graph on a Standard data model:

Einstein for Financial Services

AND

Customize Application

AND

FSC Sales OR FSC Service OR FSC Foundations OR FSC Sales EUOZ OR FSC Service EUOZ OR Financial Services Cloud EUOZ OR Financial Services Cloud Extension OR FSC Comprehensive
To create and customize an ARC Graph on Managed Package data model:

Einstein for Financial Services

AND

Customize Application

AND

Financial Services Cloud Standard

These ARC enhancements are available only to Households users. To use these enhancements, users need the Manage Household Configurations permission included in the Einstein for Financial Services permission set.

  • Display Format: Select Standard to retain the existing graph layout, or Enhanced Node View to enable visual features, such as icons, images, and compact or detailed views.
  • Compact and Detailed Views: Control the amount of information shown on each record node. Compact View displays two fields for a quick overview, while Detailed View displays all configured fields.
  • Custom Icons and Images: Help users instantly identify key records. For example, specify an image for each node and use a distinct icon to highlight the primary member of a household.
  1. From Setup, in the Quick Find box, enter Actionable Relationship Center, and then select Actionable Relationship Center.
  2. Click New Relationship Graph.
  3. Do one of these steps:
    • In the Default Templates tab, click New, and then click Create Graph.
    • In the Default Templates tab, click Household Graph, and then click Create Graph.
  4. If you choose to create the graph from scratch, then add the nodes and configure them.
    1. Configure a group relationships node.
    2. Configure a related accounts node.
    3. Configure a member relationships node.
    4. Configure a members node.
    5. Configure a related contacts node.
    6. Configure a household node.
  5. If you use the Household Graph or Household Graph for Managed Package prebuilt template to create the ARC graph, the members, related contacts, and related accounts nodes are configured by default.
  6. To configure display formats, such as compact or detailed views, and adjust image and icon settings, select the Enhanced Node View display format.
  7. To customize a field for the compact view:
    1. Click a node, and click the Display tab.
    2. In the Compact View section, select a subtitle field.
      The compact view shows only the record name and this subtitle field.
  8. To configure the icon settings, go to the Icon Settings section, and perform these steps:
    1. Turn on the Show Icon on Record setting.
    2. To define the criteria to show the icon, specify the field, operator, and the value.
      For example, to display a distinct icon for the primary member of a household, select the Primary Member as the indicator field and is true as the operator.
    3. Specify the icon type to show.
    4. Optionally, you can also specify the tooltip text.
  9. Important
    Important Image settings are available only for the Contact object.
    To configure the image settings, go to the Image Settings section, and perform these steps:
    1. Turn on the Show Image on Record setting.
    2. Select either auto-generated image with name initials or the Standard user icon image option.
  10. Save the changes.