Get insights into rebate relationships using two prebuilt templates in the Actionable
Relationship Center (ARC). Start from transaction journals with the Rebate Payouts Overview, or
from member payouts with the Payout Explainability Overview, and track how each transaction and
aggregate contributes to total payouts. ARC graphs are fully visible only when aggregate items
are generated for a particular payout. Without these items, the graphs provide an incomplete
view. Gain a clear understanding of the underlying data dependencies and the connections that
drive overall rebate outcomes.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions
that have Rebate Management enabled. Requires the Agentforce for Manufacturing add-on
or included in Agentforce 1 Manufacturing Edition, assigned to each user. |
ARC Graph Overview
- Nodes: Represent Salesforce records, such as Transaction Journals and Member
Payouts.
- Lines: Indicate relationships or contribution links.
- Visual cues: Node colors, shapes, and hover tooltips help identify record types,
statuses, and key information.
- Filters and search: Help users focus on relevant records.
- Embedding graphs: Drag the ARC Relationship Graph component onto Lightning record pages
to display contextual insights directly.
Benefits Overview
- Understand data dependencies across rebate transactions and member payouts.
- Trace individual transactions to aggregate calculations and total payouts.
- Identify bottlenecks or misalignments in rebate processing.
- View Rebate Payouts Using ARC Graphs
Track rebate relationships by viewing or creating Actionable Relationship Center (ARC) graphs. View connections between transaction journals and member payouts, and add graphs to record pages for clear insights into data dependencies.
