Show Account and Contact record web recommendations in ARC using the ARC Einstein
Relationship Insights component. Get deeper relationship insights to build stronger customer
relationships. View the recommendations as smart tags or a graph.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
For example, on an ARC Relationship Graph, click an Account record to see its relationship
insights. In the chart view, the colorful recommendations are records in your Salesforce org
and the gray recommendations are new. Click a recommendation to take actions, such as link the
recommendation to the record or create a new record.
Before you start, confirm that the Financial Services Cloud (FSC) package is installed and
person accounts are configured. Also confirm that you configured a person account as the
additional person record object in the Einstein Relationship Insights setup page.
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