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            Create Relationship Graphs to Visualize Captive Finance Information

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            Create Relationship Graphs to Visualize Captive Finance Information

            Create actionable relationship center graphs from easy-to-use templates, and add them to the Financial Account and Account pages in the Finance Console for Automotive app. Users can easily visualize the relationship between different records on a graph, take quick actions on each record, and traverse the different nodes to get granular details.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            • Visualize the Loans and Leases Related to Your Customer
              Show information about all captive finance loans and leases and related stakeholders on a visual graph for Account records. Configure an Actionable Relationship Center (ARC) Graph with information that’s relevant for service representatives, financial consultants, and sales managers looking at Account records.
            • Visualize Vehicles and Stakeholders for a Loan or Lease
              Show information about all parties and vehicles on a visual graph for a financial account. Configure an Actionable Relationship Center (ARC) Graph with information that’s relevant for service representatives, financial consultants, and sales managers looking at captive loans and leases.
             
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