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          Configure a Related Contacts Node

          Configure a Related Contacts Node

          Lists contacts that fulfill a specified role for the selected person account. The relationship (association type) is contact-contact relationship.

          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

          Note
          Note This card doesn’t display standard contacts that look up to accounts. To view contacts that look up to accounts in ARC, add the Contacts related list to the page layout that you use to display Account (Business) objects.
          1. From Setup, in the Quick Find box, enter Actionable Relationship Center, and then select Actionable Relationship Center.
          2. Click New Relationship Graph or edit an existing graph.
            Important
            Important The Root Node object must be Person Account to configure the Related Contacts Node.
          3. Click the plus icon to add a child node.
          4. On the Properties tab, configure the node properties as follows:
            Field Name Field Value
            Object Contact
            Relationship Type Many-to-Many
            Junction Object Contact-Contact Relationship
            Parent Node Lookup Field Contact
            Object Lookup Field Contact
            ARC related contacts node
          5. Click Done. Configure the node Display and Actions tabs.
          6. Save your graph.
           
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          Salesforce Help | Article