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Add ARC Relationship Graph Component to Record Details Page

Add ARC relationship graph components that are created by using default templates to record details pages so that your relationship managers can visualize the ownership structure of their business clients and subsidiaries.

Required Editions

Available in: Lightning Experience in Enterprise and Unlimited Editions that have Agentforce Financial Services enabled
User Permissions Needed
To configure an ARC Relationship Graph:

Financial Services Cloud Extension

AND

Customize Application

AND

Business Client Engagement
  1. Add the component for B2B Account to Account Relationship graph to the Account page layout.
    1. From the Setup menu on a record page, select Edit Page.
    2. In Lightning App Builder, drag ARC Relationship Graph onto an editable part of your page.
    3. In the ARC Relationship Graph properties pane, enter a label name.
    4. In the Properties pane, in Graph Name, select the graph type that you created.
    5. Activate the page as Org Default.
    6. Save your changes.
  2. Similarly, add the component for B2B Applicant to Applicant Relationship graph to the Application Form page layout.

See Also