Actionable Relationship Center (ARC) provides a 360 view of customer data with graphical representation which provides clear idea about inter-related data. This is an in-build feature which is available in the below clouds. This feature consists of 3 major components which can be added in the lighting record pages. 1. Relationship Graph 2. High Light Panel 3. Details Panel.
- Automotive Cloud
- Education Cloud
- Energy & Utilities Cloud
- Financial Services Cloud
- Health Cloud
- Insurance Cloud
- Nonprofit Cloud
- Public Sector Solutions
Business Use Case
360 Graphical representation
This ARC can help a Care Provider to find correct case, Care Program ,Patient’s clinical history, Benefit Plan, Contact Information and much more all in a single view. Below ARC Graph provides clear idea about the different relationship and the information for a Member/Client/Patient called “Tom Blend”
Actionable
Actionable relationship Center (ARC), also mentions about the action that means not only user can see the relationship graph but also take the necessary actions which can be supported via Flex card, OmniScript, Buttons etc.
Fewer Clicks
Care Coordinator, Contact Center Executives can view all the detailed information in the same page without moving to different screens. This feature can reduce the total amount of time to complete a job.
Filtered Information
By using Salesforce Actionable relationship Center (ARC), User can choses to filter the information which he/she matters most for him/her. For example, in the below view User wants to see only the primary email address of a member/ patient. So the user put the filter on the Contact Point Email and the next time user is only going to see the primary email address. This way, user can find the data quickly.
Before applying the Filter
After applying the filter
Saved Views
Just like the list view, ARC is providing a cool feature by which user can save multiple filtered views which will help user by reducing the time to find the relevant information. In the below picture of Salesforce Actionable relationship Center, user saved a view which provides primary emails of the users.
Conclusion
Actionable relationship Center (ARC) is very powerful offering from Salesforce. This feature will provide a great assistant to the user to view all the information in a single place.
Documentation
https://help.salesforce.com/s/articleView?id=sf.fsc_admin_arc_create_custom_arc_graph.htm&type=5
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