Account Hierarchy Management Using ARC
Help users make more informed decisions regarding order agreements and pricing by
displaying the complete hierarchy of entities that have relationships with each other. Move
across the ARC graph horizontally to view objects and records in the upward and downward
hierarchy, and track the anchor node path.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences |
Visualize ARC graphs with bi-directional, horizontal navigation that render parent records (above the anchor node) and child records (below the anchor node). Set an anchor for the starting point of the graph that users can trace back from any point of the graph. Provide a concise view by adding configurations to collapse, sort, and filter records.
In Life Sciences, account hierarchy management is useful for a variety of reasons:
- Helps users like sales representatives make informed choices by providing visibility into complex organizational structures.
- Improves commercial operations for MedTech companies that have contracts with related entities. View the entities that qualify for downstream processes like pricing of a contract.
- Scales catalog management by providing visibility into product grouping and discounts, specific to an account or set of accounts.
- An updated account hierarchy improves rebate management by providing transparency around every order placed for a product.