Loading
Salesforce now sends email only from verified domains. Read More
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
            Grant Access to Branch Management Objects

            You are here:

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

            Grant Access to Branch Management Objects

            To create and edit branch units and related records, users need access to branch management objects.

            Required Editions

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

            To use branch management features a user needs access to branch management objects, including Branch Unit, Branch Unit Business Member, Branch Unit Customer, and Branch Unit Related Record. If the Banker object is used as the business member for branches, users need access to that object too.

            To validate or grant a user’s access levels for the branch management objects:

            1. From Setup, enter Profiles in Quick Find, then select Profiles.
            2. Click the Edit link next to the profile you want to change.
            3. In Standard Object Permissions, validate that this profile has Read, Create, Edit, and Delete permissions to the Branch Unit object. If not, grant those permissions and click Save.
            4. Repeat this step for Branch Unit Business Members, Branch Unit Customers, and Branch Unit Related Records.
            5. If your org uses Banker as the business member object for branch assignments, validate that this profile has Read, Create, Edit, and Delete permissions to the Banker object. If not, grant those permissions and click Save. If your org uses a different object for the business member relationship, grant permissions for that object instead.
            6. Repeat steps 2 through 6 for any other user profiles you want to change.

            See Also

             
            Loading
            Salesforce Help | Article