Explore Relationship Groups with ARC
Actionable Relationship Center (ARC) displays different kinds of account and contact relationships in one convenient interface.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
To view the Financial Services Cloud relationship cards on an ARC graph, you must install the Financial Services Cloud Managed Package.
Relationships can be complicated. ARC helps users understand relationships among people and businesses by presenting them in a convenient and interactive display component. ARC displays the following types of account relationships and other related records:
- Account-account relationships. Relationships between accounts are categorized by the
predefined Association Types:
- Group: indicates that a first Account is a group that contains other accounts. For example, a parent company account can have a Group relationship with one or more subsidiary accounts.
- Member: Indicates that the first account belongs to the second account in some way. For example, a person account can have a Member relationship to a household account.
- Peer: Indicates that the first and second accounts are related, but don’t contain or control each other. For example, a business account can have a Peer relationship to another business that is an important supplier.
- Account-contact relationships. For example, a business can have an account-contact relationship with a person account that is its employee. ARC shows account-contact relationships that relate to person account record types, but not to individual record types.
- Related lists of other records. The lists that are shown differ based on the type of record that is selected in the ARC interface.
The following tables describe the relationship cards displayed in ARC for each type of selected record.
| Card | Relationship (Association Type) | Description |
|---|---|---|
| Group Relationships | Account-account relationship (Group) | Lists accounts that are contained within a parent account, such as subsidiaries controlled by a parent company. |
| Related Accounts | Account-account relationship (Peer) | Lists accounts that have non-hierarchical associations to the selected account, such as a supplier companies. |
| Member Relationships | Account-contact relationship (Member) | Lists accounts that are currently tied to a parent account, such as a trust that holds assets for the household. |
| Members | Account-contact relationship, where the contact is a Person Account record | Lists person accounts that fulfill a specified role for the selected account. |
| Card | Relationship (Association Type) | Description |
|---|---|---|
| Group Relationships | Account-account relationship (Group) | Lists accounts that are contained within a parent account, such as subsidiaries controlled by a parent company. |
| Related Contacts | Account-contact relationship, where the contact is a Person Account record | Lists person accounts that fulfill a specified role for the selected account.  Note This card doesn’t display standard contacts that look up to
accounts. To view contacts that look up to accounts in ARC, add the Contacts
related list to the page layout that you use to display Account (Business)
objects. |
| Related Accounts | Account-account relationship (Peer) | Lists accounts that have non-hierarchical associations to the selected account, such as supplier companies. |
| Member Relationships | Account-account relationship (Member) | Lists accounts that are currently tied to a parent account. |
| Card | Relationship (Association Type) | Description |
|---|---|---|
| Households | Account-contact relationship (Group) | Lists household accounts that are related to the selected person account, such as households that the person belongs to. |
| (Other Group-Enabled Record Types) | Account-contact relationship (Group) | Displays an extra card for each group-enabled account record type (in addition to Household) that the person belongs to. |
| Related Contacts | Contact-contact relationship | Lists other contacts that fulfill a specified role for the selected person account. |
| Related Accounts | Account-contact relationship (Member) | Lists other accounts associated with the person account, such as a business account that is the person’s employer. |
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