Configure a Members Node in Actionable Relationship Center
Lists person accounts that fulfill a specified role for the selected account. For
example, a person account can have a member relationship to a household account. The relationship
(association type) is account-contact relationship, where the contact is a Person Account
record.
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.
Click New Relationship Graph or edit an existing graph.
Important The Root Node object must be Account to configure the Member
Node.
Click the plus icon to add a child node.
On the Properties tab, configure the node properties as follows:
Field Name
Field Value
Object
Person Account
Relationship Type
Many-to-Many
Junction Object
Account-Contact Relationship
Parent Node Lookup Field
Account
Object Lookup Field
Contact
Click Done. Configure the node Display and Actions tabs.
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