Create and Edit Account Relationships with ARC

The Actionable Relationship Center (ARC) interface lets you create, edit, and remove account-account and account-contact relationships.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

The ARC interface shows account, contacts, and related records in one view, letting users navigate among related records.

A person account's relationships displayed in the ARC interface

Users can act on the information they see in the ARC interface in many ways:

Create account-contact relationships, like adding a member to a household account.
Create account-account relationships, like relating an accounting firm in an Advisor role to a business account.
Edit account-account and account-contact relationships.
Create related records for an account, such as a new Financial Account for a person, or a new Opportunity for a business account.

Note To create, edit, or remove relationships and related records for an account, the user must have Read/Write access to the account record.

For example, to capture the relationship between a person and the business they work for, add a business relationship as follows:

From the account page for a person account, click the ARC tab.
On the Business card in the ARC interface, click New.
On the standard form for creating an Account-Contact Relationship, enter details about the person’s membership and role in the business.
Click in the Account field. Search for and select a business account, or select + New Account to create a new business account.
Click Save.
The new business account relationship appears in the ARC interface. If the relationship does not show in the list immediately, refresh the page to load it.
To edit an existing relationship, click the down arrow on the related account’s card and select Edit Relationship.

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