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Set Up Actionable Relationship Center Permissions in Financial Services Cloud
Set up the Actionable Relationship Center (ARC) to start building relationship graphs and allow your users to interact with graphs on record pages. These setup steps are the same regardless of which version of ARC that you plan to use.
Note Keep these things in mind.
- Both versions of the Actionable Relationship Center use the same permission set.
- ARC requires that the Association Type field of the Account-Account Relationship object has active picklist values with the following API Names: Group, Member, and Peer.
- Create an Actionable Relationship Center Permission Set in Financial Services Cloud
Allow users to create and view ARC Graphs. - Assign Actionable Relationship Center Permissions to Financial Services Cloud Users
Give users access to the Actionable Relationship Center and ARC components.
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