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Create a Custom ARC Relationship Graph
Create Actionable Relationship Center (ARC) graphs to see custom visualizations of relationships among people, businesses, and other associated related lists on record pages.
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- Create a Relationship Graph in Actionable Relationship Center
Show how records relate to each other. - Add Peer Objects to an ARC Relationship Graph
On one node on an ARC Relationship Graph you can show fields from two objects that have a one-to-one lookup relationship with each other. - Configure Show Child Records on an ARC Relationship Graph
Show all child records with a parent record on an ARC Relationship Graph to let your users see relationship data in a single, unified view. When users view the ARC Relationship Graph on a record page, child records automatically show in the same node as the parent node, and users don’t have to click a record to see the child records. - Consolidate Duplicate Records in an ARC Graph
When you build a node using the many to many relationship type, one record can exist on multiple junction objects. Select to collapse the duplicate records into a single record card when the graph loads on a record page. - Add an Omniscript to an ARC Node
An Omniscript gives your users a guided path for completing a business process and serves as a configurable way of creating a seamless experience for your users. To build your Omniscripts, go to Omnistudio. Then in an ARC graph, to give your users quick access to processes they complete often, add the Omniscript to a node. - Show Fields from Multiple Objects on One ARC Node
On an ARC Graph node, show fields from objects that share a lookup relationship to the node object. Find the objects that have a lookup relationship to the node object on the Display tab in the show field picklist. - Customize ARC Nodes using Flexcards
Use Flexcards to show your users at-a-glance contextual information and provide them with access to relevant tasks for the data in an ARC graph. In Omnistudio, the drag-and-drop elements let you build Flexcards quickly to show your users contextual information in an at-a-glance format and provide them with access to relevant tasks for the data in an ARC graph. - Customize Actionable Relationship Center Graph Views on a Record
Customize graphs on records to show only the records you need. Change which objects appear in the graph, apply filters to show records based on certain criteria, sort records, and save custom views with applied filters.
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