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            Types of Relationships in ARC

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            Types of Relationships in ARC

            ARC helps users understand relationships among people and businesses by presenting them in an interactive display component. Each relationship type is displayed differently in the interactive ARC visualization.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            ARC displays the following types of account relationships and other related records:

            Account-Account Relationships (AARs)

            The relationship between businesses, institutions, and groups.

            For example, a household can have AARs with a law firm, hospital, accounting firm, or bank.

            Relationships between accounts (AAR) are categorized by the following predefined Association Types:

            • Group: Indicates that an Account is a group that contains other accounts. For example, a parent company account can have a Group Relationship with one or more subsidiary accounts. Or, a household can be a group with related members.
            • Member: Indicates that the first account belongs to the second account in some way. For example, a person account can be a member of a household account.
            • Peer: Indicates that the primary and secondary accounts are related, but don’t contain or control each other. For example, a business account can have a Peer relationship to another business that is an important supplier.
            Account-Contact Relationships (ACRs)

            The relationship between a person and a business or other account. ACRs can aggregate contact details in a group account. Assign roles to contacts in a group account, such as primary, spouse, and dependent.

            For example, a business can have an ACR with the person who acts as the business’ vendor.
            Contact-Contact Relationships (CCRs)

            The relationship between two people that aren’t within the same household or account. CCR relationships help you develop referrals, leads, and opportunities.

            For example, the relationship between a borrower and a lender can be a CCR.

             
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