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Create Actionable Graphs for Insurance Customers Quickly with Templates
Save time when creating relationship graphs in the Actionable Relationship Center by using templates. Two new templates give you a head start on building graphs by providing you with pre-configured nodes that show relationships for your Insurance Personal Lines and Insurance Commercial Lines clients.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions.
Who: Users need the Financial Services Cloud Standard permission set to use this feature.
How: In Setup, create a new Actionable Relationship Center relationship graph. Select Default Templates and then select Insurance Personal Lines.
Or select Insurance Commercial Lines.
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