Visualize Households with Enhanced Actionable Relationship Center (ARC) Graphs

Reduce setup time with a prebuilt ARC graph on the default household record page, so your users can instantly visualize complex household connections. Your users can switch between Compact View and Detailed View to avoid information overload. You can further customize the graph with icon and image settings for a tailored visual experience.

Where: This change applies to Lightning Experience in Enterprise and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition.

How: In Setup, search for and select Actionable Relationship Center. Click New Relationship Graph, and select Household Graph from the Default Templates tab, and then click Create Graph.