Grant Access to Record Association Builder Objects
To create and edit branch unit related records, Record Association Builder users need
access to branch management objects.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
To use Record Association Builder, a user needs access to branch management objects, including
Banker, Branch Unit, Branch Unit Business Member, and Branch Unit Related Record.
Note Branch Association Settings has been retired. We recommend using Record Association Builder
because it offers the same record linking capability plus the flexibility to use custom objects
and customized association logic.
To validate or grant a user’s access levels for these objects:
From Setup, enter Profiles in Quick Find, then select
Profiles.
Click the Edit link next to the profile you want to change.
Click Object Settings.
Click Branch Units. Validate that this profile has Read, Create,
Edit, and Delete permissions to the Branch Unit object. If not, grant those permissions and
click Save.
Repeat this step for Bankers, Branch Unit Business Members, and
Branch Unit Related Records.
Repeat steps 2 through 5 for any other user profiles that you want to change.
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