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            Create an Actionable Relationship Center Permission Set in Financial Services Cloud

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            3. Financial Services Cloud Admin Guide

            Create an Actionable Relationship Center Permission Set in Financial Services Cloud

            Allow users to create and view ARC Graphs.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            Note
            Note A user’s level of access to objects and records in your Salesforce org represents their level of access to cards and actions on a graph. For example, if a user has read access to Opportunities object, they can only view opportunity records on a graph, regardless of the actions on the node.
            1. From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
            2. Click Clone next to the Financial Services Cloud Extension permission set.
            3. Enter label, such as FSC with ARC.
            4. Clear the API name field and then press Tab to continue to the next field, so that the API name auto-populates.
            5. Optionally, edit the Description field.
            6. Save your changes.
            7. In the Permission Sets list, click the name of the newly created permission set.
            8. Click the System Permissions link.
            9. Click Edit.
            10. Select the Access Actionable Relationship Center permission set.
            11. Save your changes.
             
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