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            Customize Next Best Customer Card

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            Customize Next Best Customer Card

            Customize the record details you want to show on the next best customer card by defining the relationships between account-related objects using an actionable relationship center (ARC) graph.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To configure a next best customer card: Life Science Commercial Admin permission set
            1. From Setup, in the Quick Find box, find and select Actionable Relationship Center.
            2. Create a relationship graph.
              1. Click New Relationship Graph.
              2. Create a graph from scratch or select the NBC Card template, and then click Create Graph.
              3. In the properties pane, enter a unique label for the graph.
                The API name is automatically populated.
              4. Add or modify source objects in the graph view, if required.
              5. For Graph Type, ensure that Card View is selected.
            3. Configure the card layout.
              1. From the top left corner of the page, select Switch to Card.
                If you're creating the graph using the NBC card template, a default section with three preconfigured elements appears. You can customize these elements and apply visibility conditions as needed.
              2. To display additional information on the Next Best Customer card, create a section and enter a section display text.
              3. To display record details in the section, click Add Element.
                You can add up to three elements in a section.
              4. To control the space an element occupies in a row, use the Column Span field.
                Each row in a section is divided into 12 columns. If the column span is set to 12, the element occupies the entire row. If the combined column span of multiple elements equals 12, those elements appear in the same row.
              5. Select the alignment for item group elements. You can align item groups vertically or horizontally.
              6. Use the Item Alignment field to control how items in an element are aligned relative to other elements in the same row. For example, selecting Top aligns the element to the top of the row when displayed alongside other elements.
                Note
                Note Item alignment can’t be previewed in the card builder.
              7. Customize the font size and choose whether you want to apply bold style for each item in an element.
            4. Save your changes.
            Note
            Note

            Distance information is included in the NBC Card template by default but it can’t be previewed in the card view. If you’re creating the graph from scratch, you can’t add distance information to the Next Best Customer card.

            Note
            Note In addition to these customizations, you can also apply all other customizations described in Customizing a Provider Card because the next best customer card and provider card use the same card customization framework. Consequently, you can apply the configurations explained in this topic to Provider Card.
             
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