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Work with Branch Management
The Branch Console app provides quick access to branch management tools. Branch managers or admin users define branch units and hierarchies, and enable bankers and other business members for assignment to specific branches. Bankers and other users select the branch they’re currently assigned to so that leads and accounts are associated with the correct branch.
Branch Management also includes predefined report types so that you can create reports and dashboards to gain insight into branch performance and productivity.
- Create Branch Unit Records in Financial Services Cloud
Define your branches and branch hierarchy by creating branch unit records. - Create Banker Records in Financial Services Cloud
The Banker object represents users or contacts who are authorized to work in a banking capacity for one or more branches over time. Add banker records to let users view the branches they can work with, and choose their current branch for work attribution purposes. - 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. - 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. - Create Branch Unit Related Records
Track data about the records that are created at your branch using the Branch Unit Related Record. - Measure Performance with Branch Reportable Objects
Gain insights into productivity and performance by including branch management reportable objects in Lightning Reports.
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