Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
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
            View and Act on Web Recommendations on the ARC Einstein Relationship Insights Component

            You are here:

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

            View and Act on Web Recommendations on the ARC Einstein Relationship Insights Component

            Select a record on the ARC Relationship Graph to view and act on web recommendations in the ARC Einstein Relationship Insights component.

            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

            Einstein Relationship Insights Starter

            OR

            Einstein Relationship Insights Growth

            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. Take actions such as link a recommendation to the record or create a record.

            1. Navigate to a record page and click the ARC graph tab.
            2. Select an account or contact record card.
            3. In the ARC Einstein Relationship Insights component, view web recommendations for the selected record.
            4. On the component, click the toggle to switch from the graphical version to the smart tags version.
            5. To create a record, click the plus icon on a gray web recommendation.
              1. Select Object Type and click Next.
              2. Select record type and click Next.
              3. Details from the selected web recommendation are populated in the record window.
                ERI New Account Business
              4. Add more details as needed.
              5. To create the record, click Save.
            6. Link the new record to the record selected on the ARC graph. In the New Relationship window:
              Note
              Note To link records, the Financial Services Cloud Managed Package must be installed in your Salesforce Org. If you can’t complete these steps, contact your Salesforce admin for help.
              1. Confirm that the first record is the one that you want to link to the new record.
              2. Confirm that the second record is the record that you created.
              3. To link the two records, select the related role.
              4. Select Active.
              5. Select an Association Type.
              6. Click Save.New Account-Account Relationship record

              The new record displays on the ARC graph.New ERI record on ARC graph.

            See Also

             
            Loading
            Salesforce Help | Article