You can access ARC from any account in the Financial Services Cloud, control how to
view ARC, and see your client’s details, all in one place.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Your view can differ depending on your personalization and any customization by your
admin.
Access ARC
Navigate to the account that you want to view. You can
select an account from the Accounts tab in the navigation bar or you can search for an
account by name in the search bar. Select the ARC tab.
Control Your View of ARC
To expand the visualization to a full-screen view, click Open Relationship
Center (1).
To view the related lists of other information related to a record, turn on
Show Related Lists (2). Links and details for associated records
are grouped within related lists. With some related lists, you can perform common tasks
such as creating records or attaching files.
The map icon (3) indicates that you can expand the card to show other related cards. To
expand the account’s related records, click anywhere within the card.
View Record Details in ARC
The Details tab within the side detail
panel displays record highlights and summaries. These can be customized by your admin. To
expand the detail panel, click the arrow on the right side of the ARC visualization.
Use the Details tab to conveniently access the same quick actions that are available
for the record type. To access quick actions, click the arrow to expand the dropdown
menu.
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