Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add the ARC Einstein Relationship Insights Component to Page Layouts

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Add the ARC Einstein Relationship Insights Component to Page Layouts

            To display the ARC Einstein Relationship Insights component to your users, add the component to the pages that correspond to the selected active record object, people object, and company object that you set up in the previous step.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To view ARC Einstein Relationships Insights

            Financial Services Cloud Extension OR FSC Sales

            AND

            FSC Package

            AND

            Customize Application

            AND

            Einstein Relationship Insights Starter

            OR

            Einstein Relationship Insights Growth
            1. From Setup, click Object Manager.
            2. Select an object, then click Lightning Record Pages.
            3. Select a page layout, then click Edit.
            4. In Lightning App Builder, drag ARC Einstein Relationships Insights from the Components panel to the Lightning page canvas and position it where you want it to appear.
            5. Configure the properties panel.
            6. Save your changes.
             
            Loading
            Salesforce Help | Article