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            Enable Record Association Builder in Financial Services Cloud

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            3. Financial Services Cloud Admin Guide

            Enable Record Association Builder in Financial Services Cloud

            To define and activate criteria to automatically associate new and changed records with the user’s currently assigned branch, enable the Record Association Builder setting.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            Note
            Note Only enable one of the Record Association Builder or Branch Management Associate records to branches (Beta) settings at the same time to avoid conflict. Associate records to branches (Beta) will eventually be retired. We recommend using the Record Association Builder since it offers the same record linking capability but provides greater flexibility to define your own association criteria.

            To enable Record Association Builder:

            1. From Setup, enter association in Quick Find. Under the Financial Services heading, click Record Association Builder.
            2. To enable Record Association Builder, set the toggle to On.
              The Record Association Builder settings page
             
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