Account Hierarchy Management Using ARC

Visualize ARC graphs with bi-directional, horizontal navigation that render parent records (above the anchor node) and child records (below the anchor node). Set an anchor for the starting point of the graph that users can trace back from any point of the graph. Provide a concise view by adding configurations to collapse, sort, and filter records.

In Life Sciences, account hierarchy management is useful for a variety of reasons:

• Helps users like sales representatives make informed choices by providing visibility into complex organizational structures.
• Improves commercial operations for MedTech companies that have contracts with related entities. View the entities that qualify for downstream processes like pricing of a contract.
• Scales catalog management by providing visibility into product grouping and discounts, specific to an account or set of accounts.
• An updated account hierarchy improves rebate management by providing transparency around every order placed for a product.

• Configure the Anchor Node in a Graph Type
  To help users visualize the hierarchical structure of entities, create a graph type in the ARC Builder, and then assign an object as the starting point of the graph. This object is the anchor node. Add its child objects and select the field in each child object that has a lookup to its immediate parent node.
• Add the ARC Relationship Graph Component to a Record Page
  Help users view an ARC graph on the anchor node object’s record page by dragging the ARC Relationship Graph Lightning App Builder component onto an editable part of the page.
• View Account Hierarchy in Actionable Relationship Center
  Easily find the starting point of a graph and view its related entities in upward and downward hierarchy using bi-directional navigation. View the corresponding records of each object, and filter records according to your requirements.
• Get a More Compact View of the ARC Graph
  Manage data by using a streamlined version of the ARC graph with the most relevant information in one place. Reduce the width of the containers, collapse detailed information into split containers, and filter and sort records within each object.
• Follow the Anchor Node Indicator Path
  View and trace the anchor node path from any point in the graph using the anchor node icon.