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
            Actionable Relationship Center (ARC) in Financial Services Cloud

            You are here:

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

            Actionable Relationship Center (ARC) in Financial Services Cloud

            The Actionable Relationship Center (ARC) lets you view your customers’ relationships in an easy-to-navigate graph. ARC helps you understand relationships among people and businesses by presenting them in interactive components. Build graphs with standard and custom objects, then add the ARC Relationship Graph component to page layouts to show your graphs. Customize node names, show fields, and object and record actions so that your users can easily view, edit, delete, and create records during customer interactions.

            Required Editions

            Available in: Lightning Experience (desktop only)
            Available in: Professional, Enterprise, and Unlimited Editions with Financial Services Cloud

            Explore and Learn

            Watch this video to understand how you can use Actionable Relationship Center in Financial Services Cloud.

            If you aren’t able to watch the video in full screen, open the video in a new tab: Watch videoActionable Relationship Center for Financial Services Cloud..

            Learn About ARC Versions

            There are two versions of ARC available. Each version works with different components.

            New ARC
            This version of ARC lets you create and view custom ARC relationship graphs and pre-configured templates.
            Available components:
            • ARC Details Panel
            • ARC Highlights Panel
            • ARC Relationship Graph
            • ARC Einstein Relationships Insights
            Original ARC
            This version of ARC lets you view pre-configured ARC relationship graphs.
            Available components: ARC Financial Services Cloud

            Get Started

            • 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.
            • Create and View Custom ARC Relationship Graphs in Financial Services Cloud
              Use this version of the Actionable Relationship Center (ARC) to build custom ARC Relationship Graphs with objects that are important to your users. Add the ARC Relationship Graph component to record pages to let your users view and interact with records. Customize card names, display fields, and object and record actions so your users can easily navigate and engage with records during customer interactions.
            • View Preconfigured ARC Relationship Graphs for Financial Services Cloud (Original ARC)
              Financial Services Cloud users can use this version of the Actionable Relationship Center (ARC) to view preconfigured relationship graphs. Add the ARC Financial Services Cloud component to record pages to let your users see both Financial Services Cloud relationships and related list relationships in one view on Account records.
             
            Loading
            Salesforce Help | Article