Set Up Einstein Relationship Insights on ARC

Assign, enable, manage, and add Einstein Relationship Insights for the Actionable Relationship Center.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Assign Einstein Relationship Insights Licenses to ARC Users
To provide your users with access to Einstein Relationship Insights, assign a license.
Enable and Configure Einstein Relationship Insights
Confirm that Einstein Relationship Insights is enabled in your Salesforce org. Einstein Relationship Insights is needed to configure the active record, person record, and company record objects. Use the record of interest to see recommended relationships. Enable content sources so that your users can explore relationships. For example, connect with Twitter as a content source and enable your users to search for content on Twitter and view recommended relationships based on the attachments.
Manage Access to the Einstein Relationship Insights App
Confirm that your users have access to the connected app so they can access Einstein Relationship Insights.
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.

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