Configure a Related Accounts Node

Lists accounts that have non-hierarchical associations to the selected account. For example, a business account can have a peer relationship to another business that is an important supplier. The relationship (association type) is account-account relationship (peer).

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 Related Accounts 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 Account
    Relationship Type Many-to-Many
    Junction Object Account-Account Relationship
    Parent Node Lookup Field Account
    Object Lookup Field Related-Account
  5. Click Filter and define the following filter criteria:
    Field Name Field Value
    Apply filter to Junction
    Field Association Type
    Operator equals
    Value Peer
    ARC related accounts node
  6. Click Done. Configure the node Display and Actions tabs.
  7. Save your graph.