A System Administrator has received a note from one of the portfolio managers that the Actionable Relationship Center (ARC) is not visible when the portfolio manager was trying to set up relationships between two accounts. The portfolio manager has also mentioned that other colleagues in the same role have access to it and are able to use it to manage their customer’s relationships.
What is a possible cause for this?
A . The portfolio manager has not been given the permissions that enable users to view and manage ARC
B . The portfolio manager does not have access to the Lightning page that has the ARC component added
C . The portfolio manager does not have access to the account records that he is trying to create for.
D . The ARC Component has not been added to the page layout
Answer: A
Explanation:
A possible cause for why the portfolio manager cannot see ARC when trying to set up relationships between two accounts is that he has not been given the permissions that enable users to view and manage ARC.
To access ARC, users need to have certain permissions and settings enabled in their user profile or permission set, such as:
View Setup and Configuration
Customize Application
Manage Custom Permissions
Financial Services Cloud Standard User
Financial Services Cloud Admin If any of these permissions or settings are missing, users may not be able to see or use ARC properly.
Verified Reference: Salesforce Help Article 5
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