Uncover Deeper Insights with Simplified Relationship Mapping

 

Ardira RelationshipVista (“RVC”) is a Lightning Web Component(LWC) that allows quickly navigating and visualizing all the related records of a record. The component can be dropped in a record detail page to visualize all the related records.

When an RVC component is dropped in a record detail page,

  • It will automatically allow your users to navigate and visualize all the related records.
  • Use Relationship Views (R-Views) to create custom visualizations of related records tailored to your needs.
  • “R-Views” are similar to Salesforce “List Views”. 
  • Empower your users with flexibility – choose to allow them to configure their own R-Views, or opt for pre-configured views to streamline data analysis.

 

Key Features

  • Rich, interactive and engaging visualization of your data map.
  • Embed data maps directly into standard and custom object record details.
  • Map relationships of multiple records across your org onto a single canvas!
  • Visualize related records One-to-one, One-to-many, and Many-to-many relationships built using lookup and reverse lookup relationships including junction objects.
  • Visualize relationship with explorer (indented tree) layout and graphical tree layout.
  • Visualize records of specific objects; filter out unimportant related records.
  • Group your related records using any field e.g. group opportunities by stage.
  • Configure filters to limit what children records are visible under a parent record.
  • Navigate across the hierarchy by clicking record and group nodes. 
  • Quickly view record data in a compact layout on mouse hover. 
  • Navigate to a record detail by clicking the record link.
  • Fully responsive and adapts to mobile devices.

Use Cases

  • Visualize various hierarchical records such as User Hierarchy, Account Hierarchy, Contact Hierarchy, Asset Hierarchy, and Case Hierarchy.
  • Visualize an account’s opportunities grouped by stage, lead source and $ value. Quickly navigate to opportunity contacts.
  • Filter the records with the object’s fields. For example, filter to show the opportunity whose amount is greater than $10000.
  • Quickly locate an Account’s Contracts, Products, Orders, Cases and more right in an account record page.
  • Visualize an account’s cases grouped by case origin, priority and status. Quickly navigate to case contacts, case activities, and more.

Get Started

  • Click Get It Now to Get Started. Alternatively use a package link provided by Ardira.
  • To know how to configure RelationshipVista, refer to our User Guide.
  • When installing, install for all users so all your company users can take advantage of the component and quickly visualize related data.