Building ARC graphs from templates and node relationship types
Key Takeaway
Start from the template closest to your needs, set a root node that matches the record page's object, and give each child node the relationship type that matches how its records link to the parent.
Actionable Relationship Center (ARC) shows how records relate to each other in a relationship graph that appears directly on a record page. For example, a graph can show a business client's employees, subsidiaries, and financial accounts. You build a graph from a template or from scratch. You set a root node that matches the record page's object, and then you add child nodes. Each child node links to its parent through a relationship type, such as One-to-Many or Many-to-Many.
Plan the graph first
Plan the graph before you build it. The plan should name the objects, fields, and actions users need. To find them, ask questions about the client, for example:
- Which records show the client's needs?
- Who are the important leaders?
- What life events are coming up?
- How much debt does the company carry?
A commercial banking team wants relationship managers to see family-owned business clients on the account page. Their plan lists three objects: Account, Contact, and Financial Account. For contacts, they want each person's title and phone number on the card. For financial accounts, they want an action to log a review. With the plan written down, the team knows which nodes, fields, and actions to set up.