Use Default Templates in ARC for Financial Services Cloud

Use preconfigured ARC relationship graph templates to build relationship graphs.

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

User Permissions Needed

To create an ARC Relationship Graph:

Financial Services Cloud Extension OR FSC Sales

AND

Customize Application

Note Before you start, confirm that the Financial Services Cloud (FSC) package is installed and person accounts are configured.

From Setup, in the Quick Find box, enter Actionable Relationship Center, and then select Actionable Relationship Center.
Click New Relationship Graph, then click Default Templates.
Click B2B Graph or B2C Graph.
In a B2B Graph (Business to Business Relationship Graph), preconfigured nodes show subsidiaries, employees, opportunities, and cases for your commercial clients.

In a B2C Graph (Business to Customer Relationship Graph), preconfigured nodes show members, related households, and household accounts for your clients.
(Optionally) Configure the Actions tab for each node.
(Optionally) Add more child nodes.
Save your changes.

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