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          View and Manage Related Lists with ARC

          View and Manage Related Lists with ARC

          Help users manage related records in Actionable Relationship Center (ARC) by configuring the related lists that they see.

          Required Editions

          Available in: Lightning Experience
          Available in: Professional, Enterprise, and Unlimited Editions

          ARC displays up to 10 related lists that have a configured compact layout. The related lists appear after the Financial Services Cloud junction objects in a collapsed state.

          Edit the page layout for an object to control which related lists are visible in ARC. ARC displays related lists in the same order they’re shown in the page layout defined for the associated object. The following table describes the related lists shown for each object that are supported in ARC.

          Related Lists Supported in ARC
          Object Allowed Related Lists
          Account (Person, Group, and Business combined)
          • Household Financial Accounts
          • Household Financial Goals
          • Household Opportunities
          • Household Referrals
          • Financial Account Primary Owner
          • Client Financial Goals
          • Household Assets and Liabilities
          • Client Assets and Liabilities
          • Related Leads
          • Opportunities
          • Cases
          • Custom objects
          Contact
          • Opportunities
          • Cases
          • Related Accounts (Shows Account Contact Relationship with fields)
          • Notes and Attachments
          • Custom objects
          Lead and Referral
          • Notes and Attachments
          • HTML Email Status
          • Custom objects
          Opportunity
          • Products (OpportunityLineItem)
          • Notes and Attachments
          • Partners
          • Residential Loan Applications
          • Insurance Policies
          • Custom objects
          Financial Account
          • Opportunities
          • Financial Holdings
          • Financial Account Transactions
          • Approval History
          • Cases
          • Custom objects
          Financial Goal
          • Approval History
          • Custom objects
          Product
          • Financial Account products
          • Price Books
          • Assets
          • Cases
          • Custom objects
          Case
          • Case History
          • Work Orders
          • Team Members
          • Custom objects
          Asset and Liability
          • Assets and Liabilities History
          • Approval History
          • Notes and Attachments
          • Custom objects
          Financial Holding
          • Approval History
          • Notes and Attachments
          • Custom objects
           
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