Set Up Branch Units and Bankers

Learning Objectives

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

• Configure the Branch Management console app.
• Add Branch Selector component to the Branch Management app.
• Add Branch Unit related lists.
• Create branch units.
• Create bankers and associate bankers with branch units.

Configure the Branch Management Console App

Before adding branch units and bankers, Matt must change a few settings to make Branch Management easier to use. FSC offers a console app that provides easy access to Branch Management objects. Here’s how Matt configures the app.

1. Click and then Setup.
2. In the Quick Find box, enter app manager, and select App Manager.
3. Next to Branch Management, click and then Edit.
4. In the App Settings sidebar, select Navigation Items.
5. Add Branch Units, Branch Unit Business Members, Branch Unit Customers, and Bankers to the Selected Items column.
   
6. Click Save.

Note
You can also access the Branch Management objects from the App Launcher.

Add the Branch Selector Component

Branch Selector is a utility bar component tool that would allow Hank to quickly select the branch he’s working at. And Matt has already enabled automatic branch association. So when Hank selects a branch, any account he creates is automatically associated with him and the selected branch. 

Here’s how Matt adds the tool to the Branch Management app.

1. Click and then Setup.
2. In the Quick Find box, enter app manager, and select App Manager.
3. Next to Branch Management, click and then Edit.
4. In the App Settings sidebar, select Utility Items (Desktop Only).
5. Click Add Utility Item and then select Branch Selector.
   
   
6. In the Label field, enter Branch Selector.
7. (Optional) Change properties like icon and panel dimensions.
8. Click Save.

Note
You can add Branch Selector component only to apps whose App Type is Lightning.

Add Branch Unit Related Lists

FSC provides three related lists for a branch unit record: Branch Unit Business Members, Branch Unit Related Records, and Branch Unit Customers. These related lists provide quick access to branch unit related details and contextual actions. Here’s how Matt adds them.

1. Click | Setup | Object Manager tab.
2. In the Quick Find box, enter branch unit and select Branch Unit.
3. Click Page Layouts and then Branch Unit Layout.
4. In the object palette, click Related Lists.
5. Drag and drop Branch Unit Business Members, Branch Unit Related Record, and Branch Unit Customers onto the Related Lists section.
   
   
6. Click Save and then Yes.

Create Branch Unit

With the settings in place, Matt proceeds to set up Cumulus’s branches and bankers.

He creates a branch unit record for the MG Road branch.

1. Click and select Branch Management.
2. From the Branch Management console app, click and select Branch Units.
3. Click New.
4. In the New Branch Unit window, provide the following details.
   1. Name: MG Road
   2. Branch Manager: Kamala Kharga
   3. Type: Physical
   4. Select Active.
      
      
5. Click Save.

Note
Branch unit records can be associated with Service Territory records to integrate with Service Cloud. They can also be associated with account records to capture additional information about each branch, such as partner account information.

Create Banker

Next, Matt creates a banker record for Hank Burton.

1. Click and select Branch Management.
2. From the Branch Management console app, click and select Bankers.
3. Click New.
4. In the New Banker window, provide the following details.
   1. Name: Hank Burton
   2. User or Contact: Select User and then Hank Burton.
      
      
5. Click Save.

Associate Banker with Branch Unit

Finally, Matt links Hank Burton to the MG Road branch by creating a branch unit business member.

1. Click and select Branch Management.
2. From the Branch Management console app, click and select Branch Unit Business Members.
3. Click New.
4. In the New Branch Unit Business Member window, provide the following details.
   1. Branch Unit: MG Road
   2. Business Unit Member: Hank Burton
   3. Select Active.
      
      
5. Click Save.

What’s Next

Matt is done setting up branches and bankers for Cumulus. In the next unit, he sets up Record Association Builder. Onward and upward!

Resources

• Developer Guide: Add the Branch Selector Component to Apps
• Developer Guide: Create Branch Unit Records
• Developer Guide: Create Banker Records