Lists accounts that have non-hierarchical associations to the selected account. For
example, a business account can have a peer relationship to another business that is an important
supplier. The relationship (association type) is account-account relationship (peer).
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 Related Accounts
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
Account
Relationship Type
Many-to-Many
Junction Object
Account-Account Relationship
Parent Node Lookup Field
Account
Object Lookup Field
Related-Account
Click Filter and define the following filter criteria:
Field Name
Field Value
Apply filter to
Junction
Field
Association Type
Operator
equals
Value
Peer
Click Done. Configure the node Display and Actions tabs.
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