Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Example: Create and Visualize Rachel Adams’ Household for Financial Services Cloud

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Example: Create and Visualize Rachel Adams’ Household for Financial Services Cloud

            Create a party relationship group to represent a household and the members, related contacts, and business accounts. Visualize the household details by using an Actionable Relationship Center (ARC) graph.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To create a party relationship group: Group Membership
            To create an ARC graph: Access Actionable Relationship Center
            To add the ARC Relationship Graph component to a record page:

            Access Actionable Relationship Center

            AND

            Customize Application

            Use case

            Rachel Adams is the decision maker of Adams’ household, and she lives with her spouse, Nigel Adams. Adams’ household also has a related business account, her trust, the Adams’ Charitable Trust. For more information, see How Financial Services Cloud Models Groups and Relationships.

            Impact
            The Groups and Households feature helps relationship managers organize their customers into household structures and professional connections and gain insights into their financial profile to offer personalized financial advice.

            Get Started with Creating Adams’ Household

            Before you create a party relationship group that represents Adams’ household, complete the prerequisites to set up Adams’ household. Create a party relationship group that represents a household, and add members and business accounts to it. Create an Actionable Relationship Center (ARC) graph, and customize the Lightning record pages to view the household details.

            1. Complete the prerequisites to set up Adams’ household.
            2. Create a party relationship group that represents Adams’ household and add members to it.
            3. Create an ARC graph to visualize Adams’ household details.
            4. Customize Lightning record pages to view Adams’ household details on the ARC graph.

            Complete the Prerequisites for Setting Up the Household

            Before you create a party relationship group that represents Adams’ household, create these accounts and contacts to represent the individuals and related business accounts of Adams’ household. Define roles for individuals in the party relationship group, and define the relationships between individuals and the relationships between groups.

            1. Create person accounts for Rachael Adams and Nigel Adams.
            2. Create a business account for Adams’ Charitable Trust.
            3. To define the roles for individuals in the party relationship group, add the Decision Maker and Group Member picklist values to the Role field of the Account Contact Relation object.
            4. To define the relationships between individuals and the relationships between groups, create these party role relationships—Spouse-Spouse-CCR, Trust-Household, and Household-Trust.

            Create a Party Relationship Group

            Create a party relationship group that represents a household, and add the members, related contacts, and related groups to it. The household structures and professional connections helps you gain insights into their financial profile to offer personalized financial advice.

            1. From the App Launcher, find and select Party Relationship Groups or Accounts.
            2. Click New Group.
            3. Specify these details:
              1. Enter Adams’ Household as the party relationship group name.
              2. Select Household as the group type.
              3. Enter the primary address details.
              4. Search for and select Rachael Adams and Nigel Adams as the members of Adams’ household.
              5. Search for and select Adams’ Charitable Trust as a related business account of Adams’ household.
            4. Click Next.
            5. Specify the roles and relationships for Rachael Adams.
              1. To specify that Rachael Adams is a primary member of the group and Adams’ household is her primary group, select Primary Member and Primary Group.
              2. Select Decision Maker as the role.
              3. To specify Rachael Adams' relationship with Nigel Adams, select the Spouse-Spouse-CCR party role relationship.
            6. Specify the roles and relationships for Nigel Adams.
              1. To specify that Adams’ household is Nigel Adams’ primary group, select Primary Group.
              2. Select Group Member as the role.
              3. To specify Nigel Adams' relationship with Rachel Adams, select the Spouse-Spouse-CCR party role relationship.
              4. To indicate that Nigel Adams is an active member of the group, select Active.
            7. Specify the roles and relationships for Adams’ Charitable Trust, which is a related business account of Adams’ household.
              1. To specify how Adams’ Charitable Trust is related to the group, select the Trust-Household party role relationship.
              2. To specify how the group is related to Adam’s Charitable Trust, select the Household-Trust party role relationship.
            8. Save the group details.

            Create an Actionable Relationship Center (ARC) Graph to Visualize Household Details

            View your household details on an Actionable Relationship Center (ARC) graph. Use Account Contact Relationship, Account Account Relationship, and Contact Contact Relationship as junction objects in ARC to show many-to-many relationships between contacts and accounts.

            1. From Setup, in the Quick Find box, enter Actionable Relationship Center, and then select Actionable Relationship Center.
            2. Click New Relationship Graph.
            3. Select Account Relations, which is a default template.
            4. Click Create Graph.
            5. Enter Household Graph as the label, and Household_Graph as the developer name.
            6. Select the Members node, and specify these details.
              1. On the Properties tab, select the Contact object.
              2. Select the Many-to-Many relationship type.
              3. Select the Account Contact Relationship junction object.
              4. Select Account as the parent node lookup field.
              5. Select Contact as the object lookup field.
              6. To include only the members of the household and not the related contacts, click Filters.
              7. On the Junction tab, select the Primary Group field.
              8. Select the equals operator.
              9. Select True, and click Done.
            7. Save the changes.
            8. Add a child node to the account node, and specify these details:
              1. To add a child node to the ARC graph, below the root node, click the plus icon.
              2. Click Display, and enter Related Contacts as the node label.
              3. To specify the node properties, click Properties.
              4. Select the Contact object.
              5. Select Many-to-Many as the relationship type.
              6. Select Account Contact Relationship as the junction object.
              7. Select Account as the parent node lookup field.
              8. Select Contact as the object lookup field.
              9. To view the related contacts of a household, click Filters.
              10. On the Junction tab, select the Included in Group field and the equals operator.
              11. Select False, and click Done.
            9. Save the changes.

            Customize Lightning Record Pages to View Household Details on an Actionable Relationship Center (ARC) Graph

            To show household details on a record details page, add the ARC Relationship Graph component to the Account object’s Lightning record page.

            1. From the App Launcher, select Accounts.
            2. Click the Adams’ Household record whose members you want to view on an ARC graph.
            3. Click Edit Page.
            4. Add a Tabs component to the page.
              A default set of tabs is added.
            5. To add a tab, in the Tabs component properties, click Add Tab.
            6. Click the new tab and select Relationship as the tab label.
            7. Click Done.
            8. To add ARC components, select the Relationship tab on the canvas.
            9. Drag the ARC Relationship Graph component from the Components panel on to the Relationship tab on the Lightning page.
            10. Configure the graph in the properties pane.
              1. Enter Household Details Graph as the label.
              2. Search for and select Household_Graph as the graph name.
            11. Save the changes.
              You can view Adams’ Household details on the Relationship tab on the account record details page.
             
            Loading
            Salesforce Help | Article