Salesforce Docs Portal

Customize ARC Nodes using Flexcards

Use Flexcards to show your users at-a-glance contextual information and provide them with access to relevant tasks for the data in an ARC graph. In Omnistudio, the drag-and-drop elements let you build Flexcards quickly to show your users contextual information in an at-a-glance format and provide them with access to relevant tasks for the data in an ARC graph.

Required Editions

View supported product editions.
User Permissions Needed
To customize ARC nodes using Flexcards:

View permissions information.

AND

Omnistudio Admin permission set

OR

Omnistudio User permission set
Note
Note To use this feature, you must have an Omnistudio license and build Flexcards in Omnistudio.

When building Flexcards in Omnistudio, the recommended maximum size is 22.2 rem (355 pixels) so the card details show on the ARC graph.

  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.
  3. Create a node or select an existing node.
  4. Click the Display tab.
  5. Select Use Flexcard to show the node in a Flexcard.
  6. (Optional) In Exposed Attributes enter a configurable public property as JSON.
    For example, you can set a limit on the number of Account records shown on your Flexcard. If the variable is AccountRecordLimit, to limit the records shown to 5, enter {"AccountRecordLimit": 5}. For multiple properties, separate key/value pairs with a comma, such as {"AccountRecordLimit": 5, "Greeting": "Hello"}.

See Also