ARC permission set and user access setup
Key Takeaway
To use ARC, a person needs the "Access Actionable Relationship Center" user permission. After that, their normal object, field, and record access decides what they see and can do on each graph.
The Actionable Relationship Center (ARC) shows relationship graphs on record pages, so advisors and bankers can see and act on a client's connections in one place. An admin gives people ARC by assigning them a permission set that includes the "Access Actionable Relationship Center" user permission. Each graph then follows the user's object, field, and record access in Salesforce, so two users can see different cards and actions on the same graph.
The permission ARC needs
Both Salesforce admins and users need the user permission "Access Actionable Relationship Center" to use ARC. An admin typically grants it by assigning a permission set that includes it.
In Agentforce Financial Services, the permission sets that provide ARC access are Agentforce Financial Services Comprehensive and Agentforce Financial Services Extension. Most other industry clouds use a permission set called ARC Access instead, so don't confuse the two in an Agentforce Financial Services scenario.
ARC comes in two versions: the original ARC with preconfigured graphs, and the newer ARC where you build custom graphs. Both versions use the same permission set. The setup steps are also the same whichever version you plan to use.
To check whether a permission set includes "Access Actionable Relationship Center", click "View Summary" on the permission set's detail page in Setup.