Add ARC - Financial Services Cloud Component to Page Layouts

Add the component for Actionable Relationship Center to page layouts where your users need it.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

You can only add the component for Actionable Relationship Center to page layouts for Account or Contact objects.

From the Setup menu on a record page, select Edit Page.
In Lightning App Builder, drag ARC - Financial Services Cloud onto your page.
(Optional) In the ARC - Financial Services Cloud properties pane, enter a label like ARC.
(Optional) To display Compliant Data Sharing participants for selected records in the detail panel, select Show participants.

Note To show participants for selected records, you must have Compliant Data Sharing enabled for your org.
(Optional) Add filters to limit users’ ability to view the component.
1. Click Add Filter.
2. Select Advanced
3. To filter who can see the component, click Select.
4. Select a field type of Device, User, Permissions, or Record from the dropdown list.
5. Select a field from the dropdown list.
6. Click Done.
7. Select an operator for the filter.
8. Enter the value or values to use for the filter.
9. Click Done.
Save your changes.

Note If your page is already activated, clicking Save makes your changes available to your users.