ArcSuite from Squivr brings together powerful tools to help organizations manage relationships and optimize Salesforce data. As an Administrator, your role is to configure and maintain ArcSight and ArcGroups so users can get clear, actionable insights directly in Salesforce.
ArcSight – Optimizing Account and Contact Views
ArcSight helps keep Salesforce data clean, relevant, and easy to work with.
Key Features
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Parking Lot: Temporarily store Contacts that do not belong in the active Org Chart while keeping them accessible for future use.
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Streamlined Views: Reduce clutter on Accounts and Contacts by focusing on the most relevant stakeholders.
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Data Accuracy: Encourage regular updates and reduce duplication by surfacing only the right records.
Administrator Responsibilities
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Configure Parking Lot settings and determine which users can move Contacts in or out.
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Manage default and custom settings
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Select where to surface in Salesforce (component on the page layout)
ArcGroups – Buyer and Stakeholder Groups
ArcGroups make it easier for teams to track and collaborate around the people involved in deals and customer relationships.
Key Features
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Buyer Groups: Represent all stakeholders engaged in a buying decision at the Opportunity level.
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Stakeholder Groups: Capture groups of Contacts tied to Accounts, reflecting champions, influencers, and decision-makers.
Administrator Responsibilities
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Define role values (champion, economic buyer, influencer, etc.) to match your organization’s sales methodology.
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Configure page layouts so that adding Buyer or Stakeholder Groups is simple and consistent.
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Enforce data quality by requiring roles on Opportunity Contact Roles and Account Contact Relationships.
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Support reporting and dashboards by ensuring ArcGroup data is consistently applied.
Benefits for Administrators
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Data Quality: Ensure that Accounts and Opportunities reflect accurate, role-based stakeholder information.
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Process Alignment: Standardize how teams track buyer and stakeholder groups across Salesforce.
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Visibility: Enable leadership to see organizational coverage and gaps in deal execution.
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Scalability: Provide a repeatable structure for managing complex relationships without manual workarounds.
Key Takeaway
ArcSight keeps Salesforce views clean and focused. ArcGroups ensure Accounts and Opportunities reflect the real-world people who influence outcomes. Together, they give your users a clear, structured, and actionable view of relationships—while you, as the Administrator, control configuration, governance, and data quality.
Would you like me to also create a Quick Start for Admins checklist (setup steps for ArcSight and ArcGroups) to sit beneath this overview for easy reference?