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Customize and Explore Record Pages using ARC Components

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe Lightning App Builder ARC components.
  • Add ARC components to a record page.
  • View an ARC relationship graph on a record page.
  • Complete actions on an ARC relationship graph.

Explore ARC Components

The Retail Banker ARC graph is ready for Cumulus users. Your next step is to add the ARC Lightning components to the account record page.

ARC components show the ARC graph on a record page so that users can engage with the cards in different ways. Here’s an overview of the components.

  • ARC Relationship Graph shows the ARC graph on the record page where users can engage and interact with cards.
  • ARC Details Panel shows the record details of the selected card on an ARC graph.
  • ARC Highlights Panel shows a header that contains the selected card’s actions and name.
  • ARC Einstein Relationships Insights shows account and contact record web recommendations for deeper relationship insights to build stronger client relationships.

In this unit, you add some of these components to a page and then explore using them to meet banker Nora’s needs at Cumulus.

Add ARC Components to a Record Page

Add the ARC components to the account record page so that Cumulus bankers can engage and interact with the cards.

  1. In Setup, click Object Manager.
  2. Select Account.
  3. Select Lightning Record Pages.
  4. Select a record page and then click Edit.
  5. In Lightning App Builder, select the main canvas with the set of tabs, then click Add Tab in the properties pane on the right.
  6. Click the new tab and select Custom Tab Label.
  7. In the Custom Label field, enter ARC Graph. Then click Done. Notice a new tab called ARC Graph is now added to the set of tabs.
    Add ARC graph component to record page.
  8. Select the new ARC Graph tab on the canvas and add ARC components.
    • In the list of standard components, enter ARC in the search.
    • Drag ARC Details Panel, ARC Highlights Panel, and ARC Relationship Graph components from the Components panel to the new tab on the Lightning page.
    • Select the ARC Relationship Graph component, and configure it in the properties pane. Enter label, Retail Banker Graph, and select Graph Name Retail Banker Graph.
  9. Save your work.

On the account record page, the ARC Relationship Graph component now gives Cumulus bankers an organized view of their client data. Rather than jumping from page to page to view client data, retail bankers can quickly view, edit, delete, and create records on the ARC graph during client interactions, giving them more time to talk to their clients, build relationships, listen, and learn.

Explore how this works in practice by again joining banker Nora.

View Client Relationships on a Graph

Nora is excited to have a full picture of her client Buttercream Bakery so that she can create a strategic plan and meet their current business needs and future goals.

Nora has a meeting with Buttercream owners Mark and Sarah next week, so she begins to review their account and related records.

Here’s how she views Buttercream Bakery on the Retail Banker ARC graph.

  1. Click the App Launcher and select Wealth Management.
  2. Click the Accounts tab.
  3. Select list view All Accounts and click Buttercream Bakery.
  4. Click the ARC Graph tab.
  5. In the Subsidiaries section, click Buttercream Bakery Uptown card, then click the Ozzy Lee employee card. View Buttercream Bakery Account ARC graph includes Buttercream Bakery details and employees.

The components show important information about Buttercream Bakery, its subsidiaries, and its employees. You can see the ARC graph that you customized, the selected card name and actions, and the record details.

Complete Actions on a Graph

Nora knows that Buttercream Bakery recently expanded to a third location.

To prepare for her upcoming meeting with Buttercream’s owners, Nora creates a new subsidiary account record for Buttercream Bakery’s new location. She then adds two new employees to the location.

First, Nora creates the new account record.

  1. Click the Accounts tab.
  2. Click New.
  3. Select Business record type.
  4. Specify these details.
    • Account Name: Buttercream Bakery Boardwalk
    • Phone: 8495063945
    • Website: buttercreambakery.com
    • Employees: 2
    • Industry: Food & Beverage
    • Annual Revenue: 100,000
  5. Save your work.

Next, Nora creates two new person account records for employees.

  1. Click the Accounts tab.
  2. Click New.
  3. Select Person Account record type.
  4. Enter the Account details:
    • First Name: Ruby
    • Last Name: Eliot
    • Phone: 7459238456
    • Status: Active
    • Email: ruby@bakery.com
    • Title: Manager
  5. Click Save & New.
    Add new employee Ruby Eliot, employee details.
  6. Enter the Account details:
    • First Name: June
    • Last Name: Sanchez
    • Phone: 7458769876
    • Status: Active
    • Email: june@bakery.com
    • Title: Baker
  7. Click Save.
    Add new employee June Sanchez, employee details.

Now that the records are created, Nora connects them so that they appear on the ARC graph.

  1. Click the Account tab.
  2. Click Buttercream Bakery.
  3. Click the ARC Graph tab.
  4. In the Subsidiaries section, click New.
  5. In the Related Account, select Buttercream Bakery Boardwalk.
  6. In Related Role, select Franchise.
  7. Select Active.
  8. Save your work.
    Add new subsidiary to Buttercream Bakery, Buttercream Bakery Boardwalk.

Next, Nora adds Ruby and June as employees of Buttercream Bakery Boardwalk.

  1. Click the Account tab.
  2. Click Buttercream Bakery Boardwalk.
  3. Click the ARC Graph tab.
  4. In the Employees section, click New Relationship.
  5. In the Account field, select Ruby Eliot and click Next.
  6. In Roles, select Employee and add it to the Chosen field. Remove Client from the Chosen field.
  7. Save your work.
  8. Complete the same steps to add June Sanchez, then save your work.

Nora reviewed and updated Buttercream Bakery’s account before her meeting with owners Mark and Sarah. The Retail Banker ARC Graph shows Nora her client data in a unified view: needs and wants, business improvements, current business structure, and their expanded new location and team members. She can now create a strategic plan that puts Buttercream Bakery on a path to financial success.

Wrap Up

In this badge, you learned how to create an ARC Relationship Graph, customize its nodes, add it to a page layout, and use it to complete actions.

With what you learned here, you can meet your users needs and display whatever relationships between records help your institution. Start with the questions you learned about in this badge to collect requirements, then get to work on your custom relationship graphs.

For help along the way, check out Actionable Relationship Center (ARC) in Salesforce Help.

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