---
schema_version: "1"
id: b8b61456e44bd9d107cb1778a818d0b5ac71f5092020088130c4e472a9bf671e
title: Configure Visual Settings for ARC Graphs
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_arc_configure_image_icon_settings.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_arc_configure_image_icon_settings.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0e6e5327bd4141e1276d5e565a892ab833e52f07446a40035453aea1cb53c4df
description: 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.
products:
  - Financial Services
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d93107e68">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d93107e68 ">To create and customize an ARC Graph on a Standard data model:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d93107e68 ">
              <p>Einstein for Financial Services</p>
              <p>AND</p>
              <p>Customize
                Application</p>
              <p>AND</p>
              <p style="margin-bottom:0;">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</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d93107e68 ">To create and customize an ARC Graph on Managed Package data model:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d93107e68 ">
              <p>Einstein for Financial Services</p>
              <p>AND</p>
              <p>Customize
                Application</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Financial Services Cloud Standard</p>
            </td>

          </tr>
        </tbody>
      </table>

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](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_arc_create_group_rel_node.htm&type=5&language=en_US).
    2. [Configure a related accounts node](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_arc_create_rel_accounts_node.htm&language=en_US).
    3. [Configure a member relationships node](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_arc_create_member_rel_node.htm&language=en_US).
    4. [Configure a members node.](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_arc_create_members_node.htm&language=en_US)
    5. [Configure a related contacts node.](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_arc_create_related_contacts_node.htm&language=en_US)
    6. [Configure a household node.](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_arc_create_household_node.htm&language=en_US)
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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/images/icon_important.png)
    
    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.