Bank with Branch Management

Learning Objectives

After completing this unit, you’ll be able to:

• Select a branch with the Branch Selector component.
  
• Explain how a branch unit customer record is automatically created.
  
• Describe how Record Association Builder automatically creates a branch unit related record.
  

Use Branch Management

So far in this badge, you’ve learned how Branch Management works and configured the basic records you need.

In this unit, explore how these features all work together to help bankers and branch managers. Follow the example of how Hank Burton—whose banker record you created earlier in this badge—uses Branch Management in his day-to-day work.

Choose Current Branch with the Branch Selector Component

Hank works at a few different retail branches at Cumulus Bank. Today, he’s working at the MG Road branch that you set up earlier in this badge. As he starts his day, he uses the Branch Selector component in the Retail Banking app to select MG Road as the branch where he’s working.

1. From the App Launcher ( ), find and select Retail Banking.
   
2. Click Branch Selector in the utility bar. A list of recent branches is displayed.
   
3. Click Select next to the MG Road branch. 
   
   
4. Confirm your choice.
   

Hank is now using MG Road as his branch.

A maximum of 100 branches can be shown in the Branch Selector component, but a banker can only select one branch at a time.

Hank can also search for and select other branches as he needs. If a banker selects a branch where they haven't worked before, Branch Management automatically creates and activates a branch unit business member record to officially link the banker to that new branch.

When a banker selects a branch, Branch Management also automatically updates their banker record with new values for Current Branch and the Current Branch Start Time.

Create a Branch Unit Customer Record

Hank goes about his day at the MG Road branch.

A new customer enters the branch, and Hank meets with them. This customer wants to open an account, so Hank collects the information he needs for a new account record.

Cumulus enabled the Branch Management setting that automatically associates new accounts with branches. When Hank is done creating the account, the system connects the account to his current branch with a branch unit customer record.

Here’s the process.

1. In the Retail Banking app with the MG Road branch selected, click and select Accounts.
   
2. Click New.
   
3. Select Person Account and click Next.
   
4. In the New Account: Person Account window, provide details about the account. In this example, specify these details.
   
   • First Name: Dipti
   • Last Name: Pradhan
5. Save your work.
   

The new account record opens in the browser for Hank. In the background, a branch unit customer is created, which connects the person account to a branch.

But what about connecting other types of records to a branch?

Create a Branch Unit Related Record

Earlier in this badge you learned that the Branch Unit Related Record object connects records such as accounts, cases, leads, opportunities, contacts, and interaction summaries to a branch. You also learned that branch unit related records can be automatically created with Record Association Builder.

During Hank’s workday at the MG Road branch, he takes a phone call from a customer interested in opening a savings account. Hank creates a qualified lead with details. Because Cumulus set up association criteria to connect a lead in Qualified status to a branch, when Hank saves his work, a new branch unit related record is also created.

Here’s how Hank creates the lead.

1. In the Retail Banking app with the MG Road branch selected, click and select Leads.
   
2. Specify these details.
   
   • First Name: Sofia
   • Last Name: Diaz
   • Company: AW Computing
   • Lead Status: Qualified
     
3. Save your work.
   

The new lead record opens in the browser for Hank. In the background, the system creates a branch unit related record.

A branch unit related record doesn’t only connect the branch and the lead, it also connects to the related record association criteria. With this information, your team can determine exactly why a record was associated with a branch.

Wrap Up

In this unit, you learned how Branch Management works in the background to connect data to a branch while a banker goes about their daily work. You followed along with Hank, who didn’t create any of these connections manually. Cumulus customers, leads, and financial accounts are automatically associated with the correct branch thanks to Branch Management and Record Association Builder.

Throughout this badge, you gained the skills to make this happen for your institution, too. You can now set up bankers and branches, and define association criteria in Record Association Builder.

After you have all of this data, what can you do with it? You can start by gaining insights into branch productivity and performance by including branch management reportable objects in Salesforce reports. Check out Measure Performance with Branch Reportable Objects in Salesforce Help for details.

Now that you understand the basics of Branch Management, think about how your team can use it to scale productivity and best deploy your bankers across branches.

Resources

• Salesforce Help: Create Branch Unit Related Records
• Salesforce Help: Measure Performance with Branch Reportable Objects