Loading
Actionable Relationship Center (ARC)
Actionable Relationship Center Editions and Permissions

Actionable Relationship Center Editions and Permissions

Review the supported products and editions for Actionable Relationship Center (ARC). Then learn about how your product handles permissions and how to assign them.

User Interface

The Actionable Relationship Center feature is available in Lightning Experience.

Editions

  • Automotive Cloud: Enterprise, Unlimited, and Developer Editions
  • Communications Cloud: Enterprise, Performance, and Unlimited Editions
  • Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions
  • Energy & Utilities Cloud: Enterprise, Performance, and Unlimited Editions
  • Financial Services Cloud: Professional, Enterprise, and Unlimited Editions
  • Health Cloud: Enterprise and Unlimited Editions
  • Insurance Cloud: Professional, Enterprise, and Unlimited Editions
  • Manufacturing Cloud: Enterprise, Unlimited, and Developer Editions
  • Media Cloud: Enterprise, Performance, and Unlimited Editions
  • Net Zero Cloud Growth: Enterprise, Performance, and Unlimited Editions
  • Nonprofit Cloud: Enterprise, Unlimited, and Developer Editions
  • Public Sector Solutions: Enterprise, Performance, Unlimited, and Developer Editions

Required ARC Permissions

To use ARC, Salesforce admins and users need the user permission Access Actionable Relationship Center. Typically, a Salesforce admin assigns a permission set, which includes this user permission. Because this feature is included in multiple products, the products and licenses in your org determine which permission set is available.

Most products use the same permission set.

Permission Set Available In These Products
ARC Access
  • Automotive Cloud
  • Communications Cloud
  • Energy and Utilities Cloud
  • Insurance Cloud
  • Manufacturing Cloud
  • Media Cloud
  • Nonprofit Cloud
  • Public Sector Solutions

Some products provide different permission sets or permission set groups.

Product Permission Set or Permission Set Group Notes
Education Cloud
  • Education Cloud Limited Access
  • Education Cloud Full Access
  • Education Cloud for Experience Cloud Access
The Education Cloud for Experience Cloud Access permission set includes the user permission Access Actionable Relationship Center for Partner Users.
Financial Services Cloud
  • Financial Services Cloud Comprehensive
  • Financial Services Cloud Extension
 
Health Cloud
  • Health Cloud Foundation
  • Health Cloud Starter
The user permission Access Actionable Relationship Center is included in other Health Cloud permission sets, but is disabled by default. If you use one of those permission sets, enable the user permission first.
Nonprofit Cloud
  • Fundraising_User
  • Fundraising_Admin
You can use the ARC Access permission set or for your convenience, you can assign one of these permission set groups.

Don't see your product here? Contact your account executive for more information. Or look for a permission set that includes the user permission Access Actionable Relationship Center. To see what’s included in a permission set, click View Summary on the permission set’s detail page in Setup. Review your cloud’s documentation, too.

Omnistudio

Use Flexcards to show your users at-a-glance contextual information and provide them with access to relevant tasks for the data in an ARC graph. If you customize ARC with Omnistudio, assign Omnistudio permission sets.

Customizing Permissions

If you customize ARC, such as adding fields, create a custom permission set. To remove user permissions from the default permission set, create a muting permission set. Then, use permission set groups to assign users the ARC permission set in addition to your custom permission sets. This approach ensures users always have the latest default permissions and is an alternative to cloning permission sets.

 
Laddar
Salesforce Help | Article