Add a Record to a Related List in ARC

You can view and add items to related lists associated with an account or household directly in ARC.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

In ARC, navigate to the account you want to add a related record to, and click the ARC tab.
If your related lists aren’t visible, enable the Show Related Lists toggle.
Find the Related List card that best suits the record you want to add, and click New.

Note Your Related List options are the same options that appear on the Related tab of the record page. ARC shows up to 10 related lists, and the available options appear below the other ARC elements.
If the record is new, complete the standard form for the related list. If it’s an existing record, you can search for it in the form. For example, to add an existing insurance policy to an account’s insurance policy related list, search for the policy number in the popup.
Click Save.

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