Configure a Household Node
Lists household accounts that are related to the selected person account, such as households or trusts that the person belongs to.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To create an ARC Relationship Graph: | Financial Services Cloud Extension OR FSC Sales AND Customize Application |
- From Setup, in the Quick Find box, enter Actionable Relationship Center, and then select Actionable Relationship Center.
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Click New Relationship Graph or edit an existing graph.
Important The Root Node object must be Person Account to configure the Household Node. - Click the plus icon to add a child node.
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On the Properties tab, configure the node properties as follows:
Field Name Field Value Object Account Relationship Type Many-to-Many Junction Object Account-Contact Relationship Parent Node Lookup Field Contact Object Lookup Field Account -
Click Filter and define the following filter criteria:
Field Name Field Value Apply filter to Object Field Record Type Operator equals Value Household - Click Done. Configure the node Display and Actions tabs.
- Save your graph.
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