Actionable Relationship Center: Drive Contextual Action for Your Customer Relationships and Hierarchies (GA)
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud is enabled.
- Who is the customer and what are their relationships?
- View and manage customers’ relationships in one place. Represent every B2B and B2C relationship for a comprehensive view of your customer.
- What does the customer have?
- View all financial accounts, policies, opportunities, cases, and other related information in one location. Know what the customer has to more quickly recognize upsell opportunities.
- What does the customer need?
- View and manage opportunities and leads, and identify what’s missing. Augment the customer’s data with Analytics and intelligence to identify customer needs more effectively.
- What actions make sense within the customer context?
- Create actions based on the full customer context.
How: Add the ARC - Financial Services Cloud standard component to page layouts. Then assign the Financial Services Cloud Extension permission to users or user profiles that need access to ARC.