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            Considerations and Limitations for Branch Management

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            3. Financial Services Cloud Admin Guide

            Considerations and Limitations for Branch Management

            Here are some things to keep in mind as you implement Branch Management features.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

            If you want to associate branches with underlying accounts, consider creating a record type for those accounts so you can keep them separate from other accounts, like customers and prospects.

            There are no limits to the number of Branches or Bankers you can create.

            A maximum of 100 branches can be shown in the Branch Selector component.

            We recommend that you deactivate branches rather than deleting them if you’re considering closing a branch and reallocating bankers.

            The Branch Selector component isn’t certified to work on Mobile.

            Branch hierarchies and related service territory hierarchies aren’t automatically synchronized.

            The Branch Unit Customer and Branch Unit Related Record objects aren’t available in Related List components.

            For each account, you can only create one Branch Unit Customer Record per Branch Unit Record.

            We recommend using a developer tool of your choice to mass assign records to Branch Units.

            When you merge duplicate accounts that are associated with the same Branch Unit, there can be only one branch unit customer record associated to the duplicate accounts. If more than one branch unit customer record exists, delete branch unit customer records until there’s only one branch unit customer record related to the duplicate accounts.

            If you use a custom compact layout for the Branch Unit object, be sure to include the Active and Name fields on the layout so that users can select and update their branch.

             
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