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            Create Records and Relationships in ARC

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create Records and Relationships in ARC

            You can create records directly from the ARC visualization.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. On the account page, click the ARC tab.
            2. To select the type of relationship, click New. The available relationships depend on your admin’s configuration settings.
              ARC tab record creation diswith new button
            3. To add a record, select either + New Account or + New Contact. To add an existing record, search for the account or contact name by entering it into the respective field.
            4. Select a record type.
            5. Complete the required fields in the New Account form.
             
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