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            Set up Actionable Relationship Center

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            Set up Actionable Relationship Center

            With Actionable Relationship Center, your service reps can view customers' relationships in an easy-to-navigate graph.

            Create a Relationship Graph

            Create a relationship graph to show how records relate to each other in Agent Console.

            Required Editions

            Required Editions

            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create a relationship graph Energy & Utilities Arc graph
            1. From Setup, in the Quick Find box, enter Actionable Relationship Center, and then under Feature Settings, click Actionable Relationship Center.
            2. Click New Relationship Graph.
            3. Select the E&U Account Relationships template, then click Create Graph.
            4. Enter a label and a developer name, then save your changes.

            Add the ARC Component to the Agent Console

            Embed the Actionable Relationship Center graph into the accounts page of the Agent Console so that service reps can view the graph from the customer's account.

            Required Editions

            Required Editions

            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create user profiles and users: Energy & Utilities Cloud Features
            Note
            Note Embedding the ARC graph creates a copy of the Account page on your org. To absorb updates in subsequent releases, you must deactivate the copy of the Account page in your org.
            1. From the App Launcher, find and select Accounts.
            2. Click an account record.
            3. Click Setup, then click Edit Page.
            4. Select any tab.
            5. Click Add Tab.
            6. Set the Tab Label to Relationships, then click Done.
            7. Click the Relationships tab that you created.
            8. From the Components section, drag the ARC Relationship Graph component and drop it in the Relationships tab.
            9. In Graph Name enter the name of the graph that you created.
            10. Save your changes.
            11. To activate your page,
              1. Click Activation.
              2. Click App Default.
              3. Click Assign as App Default, then select Agent Console, and click Next.
              4. Save your changes.
             
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