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            Add the Edit Group Record Action to an Account Node in ARC (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Add the Edit Group Record Action to an Account Node in ARC (Managed Package)

            Customize the ARC Relationship Graph Component with a record action to open the Group Builder Edit window on Account nodes.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To view the Group Builder Edit window on an ARC Relationship Graph

            Financial Services Cloud Extensions OR FSC Sales OR FSC Service

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            To show the Group Builder Edit window on an ARC Relationship Graph, the Account record type must be Group. For example, Household is a Group record type. Use the Group Record Type Mapper to set Accounts to record type Group.

            1. From Setup, in the Quick Find box, enter Actionable Relationship Center, and then select Actionable Relationship Center.
            2. Click New Relationship Graph or edit an existing graph.
            3. Create a new Account node or select an existing Account node.
              You can add the Group Builder Edit action only to Account nodes. And you can’t add the Group Builder Edit action to the root node.
            4. Configure the field on the Properties tab and the Display tab.
            5. Click the Actions tab.
            6. In Record Actions, click Select an Item and select Edit Group.
              ARC add Edit Group record action
            7. Save your changes.

            See Also

             
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