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Configure Branch Management in Financial Services Cloud
Configure your org to get the most from Branch Management features.
Set up a permission set and object permissions, and enable automatic branch associations.
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Watch this video to understand how Branch Management works with Financial Services Cloud.
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Branch Management in Financial Services Cloud.
- Assign Branch Management Permissions to Users
Ensure that users can access and use Branch Management features by creating and assigning permission sets. - Grant Access to Branch Management Objects
To create and edit branch units and related records, users need access to branch management objects. - Add the Branch Selector Component to Apps
Place the Branch Selector utility bar component in your Salesforce app to let bankers choose their current branch while working. Give users the flexibility to search for and add new branches or remove branches that are no longer relevant to them. - Add Branch Unit Customer Related List to the Account Page Layout
Customize the Account page layout by adding the Branch Unit Customer related list to display branches an account is related to.
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