Loading
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 Unit Business Member Records

            You are here:

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

            Create Branch Unit Business Member Records

            A branch unit business member links a branch unit and a banker. It enables a banker to select the branch where they’re working that day so their customer interactions are associated with the correct branch.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            Tip
            Tip Salesforce creates a Branch Unit Business Member record automatically when you add a banker with a branch assignment. Make sure your Banker record page layout includes Current Branch Start Date and Current Branch fields. Then, on the Bankers tab or the Bankers related list of a Branch Unit record, click New. Specify a branch in the Current Branch field.
            1. Select Branch Unit Business Member from the navigation bar.

              If you don't see Branch Unit Business Member, click Edit in the navigation bar menu, and then search for and add Branch Unit Business Member.

            2. Click New.
            3. Select the Banker icon from the Business Unit Member dropdown. Then search for and select a user.
            4. Select a Branch Unit.
            5. Select Active and save your changes.
            Note
            Note A branch unit can be selected by a banker only if the branch unit business member and branch unit are set to active.
            New Branch Unit Business Member
             
            Loading
            Salesforce Help | Article