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            Create Actionable Relationship Center Graphs by Using Default Templates for Business Client Engagement

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            3. Financial Services Cloud Admin Guide

            Create Actionable Relationship Center Graphs by Using Default Templates for Business Client Engagement

            Create relationship graphs of business clients by using the prebuilt B2B Account to Account Relationship and B2B Applicant to Applicant Relationship default templates.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions that have Financial Services Cloud enabled
            User Permissions Needed
            To configure an ARC Relationship Graph:

            Financial Services Cloud Extension

            AND

            Customize Application

            AND

            Business Client Engagement
            1. From Setup, in the Quick Find box, enter Actionable Relationship Center, and then select Actionable Relationship Center.
            2. Click New Relationship Graph, and then click Default Templates.
            3. Select B2B Account to Account Relationship, and click Create Graph.
            4. Specify the graph properties, such as label and developer name, and save your changes.
              Note
              Note When you add the ARC Relationship Graph component to a record page, the label appears in the list of available graphs.
            5. Select B2B Applicant to Applicant Relationship, and click Create Graph.
            6. Specify the graph properties, such as label and developer name, and save your changes.
              Note
              Note When you add the ARC Relationship Graph component to a record page, the label appears in the list of available graphs.
            7. Save your changes.

            See Also

             
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