Set up Actionable Relationship Center

Learning Objectives

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

  • Prepare your org for ARC.
  • Customize the record card fields and side panel.
  • Configure related lists.
  • Configure quick actions.

In this module, we assume you’re a Salesforce admin who’s authorized to set up ARC. If you’re not an admin, that’s OK. Read along to learn how your admin would take the steps in a production org. Don't try to follow these steps in your Trailhead Playground. ARC isn’t available in the Trailhead Playground.

Prepare Your Org for ARC

Assign the Right Permission

Matt starts setting up the org by assigning the Financial Services Cloud Extension permission set to Ryan and himself. This permission set lets them use ARC. 

  1. Click Setup and select Setup.
  2. In the Quick Find box, enter permission sets, and select Permission Sets.
  3. Click Financial Services Cloud Extension.
  4. Click Manage Assignments, and then Add Assignments.
  5. Select Dobson, Ryan and Admin, Sys.
  6. Click Assign.
  7. Review the changes and click Done.

Add ARC to the Account Page Layout

ARC is supported on Account and Contact objects. For Ryan to see and use ARC, Matt must add the component to the page layout using the Lightning App Builder. Here’s what he does to add the component to the account page layout. 

  1. Click Setup | Setup | Object Manager tab.
  2. Click Account | Lightning Record Pages | Client Record Page.
  3. Click Edit.
  4. In Lightning App Builder, click the Tabs component to select it.
    The Tabs component in Lightning App Builder for account Adams Household.
  5. On the Properties Pane, click Add Tab.
    The Properties Pane for Tab component.
  6. Click the new tab, and in the Tab Label picklist, select Custom.
  7. Enter a new label for the new tab. Matt enters ARC.
  8. Click Done.
  9. On the Tabs component, click the ARC tab.
  10. From the Lightning Components pane, drag the ARC - Financial Services Cloud component onto the ARC tab’s content body.
    The Components pane showing the ARC tab with ARC - Financial Services Cloud component added.
  11. Click Highlights Panel | Add Action.
  12. Search for and select Open Relationship Center. This quick action opens the ARC component in full-screen mode for maximum real estate.
    The Highlights panel with Open Relationship Center action added.
  13. Click Done, and then Save.

The next time Ryan logs in, he sees the brand new ARC tab on his clients’ account pages.

A row of tabs on the account page with the new ARC tab added.

Enable Expanded Group Hierarchies

Remember how Rachel is part of both the Adams and Symonds households? As these two household accounts are related to each other, they form an expanded hierarchy. Ryan wants to visualize these types of expanded hierarchies without having to switch context. Matt sets this up for Ryan by enabling a feature flag setting under custom metadata type. 

  1. Click Setup and select Setup.
  2. In the Quick Find box, enter meta, and select Custom Metadata Types.
  3. Click Feature Flag Setting.
  4. Add the Active checkbox to the Feature Flag Setting page.
    1. In the Page Layouts section, next to the page layout assigned for the Feature Flag Setting page, click Edit.
      The Page Layouts section in the Feature Flag Setting page.
    2. Drag the Active field from the object palette onto the Information section.
      The Page Layout Editor with Active checkbox added.
  5. Click Save.
  6. Click Manage Feature Flag Settings, and then next to Enable Relationship Group Hierarchy custom metadata type, click Edit.
  7. Select Active.
    The Enable Relationship Group Hierarchy setting page.
  8. Click Save.
  9. The Association Type field is already available in the Account-Account Relationship page layout. If it isn’t, add it using the Page Layout Editor on the Account-Account object.
    The Page Layout Editor for account-account relationship object.
Note

Note 

ARC provides three kinds of out-of-the-box group relationship or association types: Group, Member, and Peer. To learn more about account hierarchies and these association types, see Explore Relationship Groups with ARC

Customize Record Card Fields and Side Panel

The side panel is the sidebar in ARC that you can use to highlight important client information. The panel displays the fields configured in the compact layout for the record type. The top two fields configured in the side panel also appear in the record card.

Previously, if Ryan wanted to view any specific details about Rachel’s investments, he would have to dig around quite a bit. And if any investment involved joint owners, getting the entire context wasn’t always easy. 

To let Ryan see the whole picture, Matt puts total investment-related details right in ARC. Here’s what he does.

  1. Click Setup | Setup | Object Manager tab.
  2. Click the Person Account object and then Compact Layouts.
  3. Click person_account_custom and then Edit.
  4. In the Available Fields section, select Total Investments and Total Investments Primary Owner.
  5. Click forward arrow to move the fields to the Selected Fields box.
  6. Click upward arrow to move the fields below Account Name.
    The Compact layout editor with Total Investments and Total Investments Primary Owner fields selected.
  7. Click Save.

Now Ryan can see Rachel or any household member’s investment details right within ARC. Ryan notices that the first two fields in the Details tab and record card are the same.

The Members card and Details tab showing investment-related details for Rachel Adams.

You can configure up to 10 related lists for each record type in ARC. Any related list component that has a compact layout (list view) and is defined on the default page layout (Related tab) shows up in ARC. The related list component is in a collapsed state to maximize real estate and improve performance. 

To allow Ryan to quickly capture the client’s financial aspirations, Matt adds the Financial Goals related list component in ARC.

  1. Click Setup | Setup | Object Manager tab.
  2. Click Person Account | Page Layouts | Person Account Layout.
  3. On the object palette, click Related Lists.
  4. Drop and drag the Client Financial Goals component onto the Related Lists section.
    The Related Lists section with Client Financial Goals component added.
  5. Click Save and then Yes.

The newly added Financial Goal component shows up.

The Client Financial Goals related list component for Rachel Adams’s record.

For the complete list of supported related lists for each object, see View and Manage Related Lists with ARC.

Configure Quick Actions

Quick actions let Ryan perform routine tasks like updating account details, changing the account owner, and more. These actions sit on the highlights panel and can be customized using the page layout editor. Similar to related lists, these quick actions can be shown within the component.

The Highlights panel and ARC’s side panel showing the same quick actions.

When Ryan is talking to his clients on the phone, he uses the old pen-and-paper method to note down the important points. 

Matt wants to fix that. He adds the New Note quick action to the person account page layout so that Ryan can create notes from ARC.

  1. Click Setup | Setup | Object Manager tab.
  2. Click Person Account | Page Layouts | Person Account Layout.
  3. In the object palette, click Mobile & Lightning Actions.
  4. Drag and drop the New Note action onto the Salesforce Mobile and Lightning Experience Actions section. Make sure it’s first in the section.Mobile and Lightning Experience Actions section with New Note action added.
  5. Click Save.

Now when Ryan clicks Rachel’s account in ARC, the New Note action appears in the side panel. 

The New Note action in the side panel of Rachel’s account page.

In this unit, Matt set up ARC so that it shows up in the right places. But he wants Ryan to get the complete ARC experience. So in the next unit, he configures CDS and ERI. Start your engines!

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