Assign Actionable Relationship Center Permissions to Agentforce Financial Services Users

Give users access to the Actionable Relationship Center and ARC components.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
Note
Note Users must have at least read visibility to objects and fields referenced or displayed on a graph to view the corresponding cards and fields on the graph.
  1. From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
  2. Click the newly created permission set, for example FSC with ARC.
  3. Click Manage Assignments, and then click Add Assignments.
  4. Select users and then click Assign.