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Financial Services Cloud 中的可操作关系中心 (ARC)
可操作关系中心 (ARC) 允许您在易于导航的图表中查看客户的关系。ARC 通过在交互式组件中呈现人员和企业之间的关系来帮助您了解它们。使用标准和自定义对象构建图表,然后将 ARC 关系图组件添加到页面布局,以显示您的图表。自定义节点名称、显示字段以及对象和记录操作,以便您的用户可以在客户互动期间轻松查看、编辑、删除和创建记录。

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可操作关系中心 (ARC) 允许您在易于导航的图表中查看客户的关系。ARC 通过在交互式组件中呈现人员和企业之间的关系来帮助您了解它们。使用标准和自定义对象构建图表,然后将 ARC 关系图组件添加到页面布局,以显示您的图表。自定义节点名称、显示字段以及对象和记录操作,以便您的用户可以在客户互动期间轻松查看、编辑、删除和创建记录。
| 适用于:Lightning Experience(仅限桌面) |
| 适用于:带 Financial Services Cloud 的 Professional、Enterprise 和 Unlimited Edition |
观看此视频,了解如何在 Financial Services Cloud 中使用可操作关系中心。
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适用于 Financial Services Cloud 的可操作关系中心。
ARC 有两个版本。每个版本使用不同的组件。

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