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            Choose Your Branch with the Branch Selector

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Choose Your Branch with the Branch Selector

            The branch selector allows you to select a current branch to associate your customer interactions. You can view branch details, search for, add, and remove branches from the branch selector without contacting your Salesforce admin.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To use the Branch Selector:

            Financial Services Cloud Extension OR FSC Sales

            AND

            Read, Create, and Delete on Branch Unit Business Member

            AND

            Read on Branch Unit

            AND

            Read and Edit on Banker
            Note
            Note When a user adds themselves to a branch where they don’t have an active branch unit business member record, it is automatically created and set to active.
            1. From the App Launcher, select Branch Management app, or another app your Salesforce org uses.
            2. Click Branches utility bar component.
              A list of branches displays. Current indicates the branch you’re assigned to. All record interactions are attributed to your current branch.
            3. Click the actions menu to remove a branch from the selector or view branch details.
            4. Click Search Branch Units... and enter the name of a branch to search for and add a new branch to the branch selector.
            5. Click Select to choose a new current branch.
              The Branch Selector component
             
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