Household visualization with Relationship Map or ARC household graph
Key Takeaway
Households for Agentic Advisor puts a prebuilt ARC graph on every household record page as soon as the household is created, with no setup. With Groups and Households, an admin adds the ARC Relationship Graph component to the household account's record page and uses the preconfigured Household Graph template.
Household visualization shows a client's household and wider relationships as an interactive picture instead of a list of related records. Agentforce Financial Services has three household options. Your visualization choices and your setup effort depend on which option the org uses.
What an ARC graph shows
An ARC graph shows a client's personal and financial relationships, such as home, family, and work, in one view. Household members and related contacts appear as nodes connected to each other. When a user selects a person account node, the graph shows that person's related records, such as financial accounts.
Depending on your settings, users can view, edit, delete, and create records directly from the graph. So the graph is a place to manage relationships, not only to look at them.
Priya, an advisor, opens the Lindqvist household before a review meeting. The graph shows Erik and Sofia Lindqvist as member nodes, connected to each other. A related contact node shows the family's accountant. Priya selects Sofia's node, and the graph shows Sofia's financial accounts, such as a brokerage account and a savings account. Priya now has the family picture in one place before the meeting starts.