Configure a Members Node in Actionable Relationship Center

Lists person accounts that fulfill a specified role for the selected account. For example, a person account can have a member relationship to a household account. The relationship (association type) is account-contact relationship, where the contact is a Person Account record.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To create an ARC Relationship Graph:

Financial Services Cloud Extension OR FSC Sales

AND

Customize Application

  1. From Setup, in the Quick Find box, enter Actionable Relationship Center, and then select Actionable Relationship Center.
  2. Click New Relationship Graph or edit an existing graph.
    Important
    Important The Root Node object must be Account to configure the Member Node.
  3. Click the plus icon to add a child node.
  4. On the Properties tab, configure the node properties as follows:
    Field Name Field Value
    Object Person Account
    Relationship Type Many-to-Many
    Junction Object Account-Contact Relationship
    Parent Node Lookup Field Account
    Object Lookup Field Contact
    ARC members node
  5. Click Done. Configure the node Display and Actions tabs.
  6. Save your graph.