Loading
Automotive Cloud
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create Branch Units and Branch Unit Business Members in Automotive Cloud

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automotive Cloud

            Create Branch Units and Branch Unit Business Members in Automotive Cloud

            Branch Unit records store information about a specific branch office, location, or organizational unit. Branch Unit Business Member records link a branch unit with a user. For example, you can create branch units to represent the different departments or divisions of a dealer account, and associate the dealer users operating from a specific branch as business members to the branch unit.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create branch units and branch unit business members: Automotive Foundation User permission set
            1. To create branch units, follow these steps:
              1. From the App Launcher, find and select Branch Units.
              2. Click New.
              3. Enter a name for the branch unit.
              4. Search for and select an account.
              5. Select Active.
              6. For Type, select Physical, Virtual, or Physical and Virtual.
              7. Enter a branch code, if applicable.
              8. If the branch unit is operational during specific days and time slots, search for and select an Operating Hours record.
              9. Select a parent branch record, if applicable.
              10. Select a Service Territory record, if applicable.
              11. Click Save.
            2. To associate users with branch units, follow these steps:
              1. On the Related tab of a Branch Unit record, click New on the Branch Unit Business Member related list.
              2. For Business Unit Member, select User. Then search for and select a user.
              3. Select Active.
              4. Click Save.
             
            Loading
            Salesforce Help | Article