View Preconfigured ARC Relationship Graphs for Agentforce Financial Services (Original ARC)

Agentforce Financial Services 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 Agentforce Financial Services relationships and related list relationships in one view on Account records.

Note Summer ’22 offers a new version of Actionable Relationship Center. For instructions on using this new version, see Create and View Custom ARC Relationship Graphs.

Use the view-only version of ARC with the Agentforce Financial Services Relationship Map. For a more customizable experience, check out Create and View Custom ARC Relationship Graphs where you can build custom graphs to show client relationships that are most important to your users.

To view the Agentforce Financial Services relationship cards on an ARC graph, you must install the Agentforce Financial Services Managed Package.

Note ARC is supported for orgs that have implemented the Person account Model. ARC isn’t supported for orgs that use the Individual Model. ARC requires that the Association Type field of the Account-Account Relationship object has active picklist values with the following API Names: Group, Member, and Peer.

• Verify Read Access to Fields
  To view an ARC graph, users must have read access to the fields on the Contact, Account, Reciprocal Role, Account-Contact Relationship, Account-Account Relationship, and Contact-Contact Relationship objects.
• Add ARC - Financial Services Cloud Component to Page Layouts
  Add the component for Actionable Relationship Center to page layouts where your users need it.
• Explore Relationship Groups with ARC
  Actionable Relationship Center (ARC) displays different kinds of account and contact relationships in one convenient interface.
• View and Manage Related Lists with ARC
  Help users manage related records in Actionable Relationship Center (ARC) by configuring the related lists that they see.
• Create and Edit Account Relationships with ARC
  The Actionable Relationship Center (ARC) interface lets you create, edit, and remove account-account and account-contact relationships.
• Considerations and Limitations for Actionable Relationship Center (Original ARC)
  Here are some things to keep in mind when you implement Actionable Relationship Center (ARC).
• Act on Financial Client Relationships with the Actionable Relationship Center
  Financial services industry success is built on developing and maintaining deep and trusted client relationships. The Actionable Relationship Center (ARC) gives you a one-stop visualization of your relevant client relationships so you can act on new information.