Prepare Your Org for Branch Management

Learning Objectives

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

• Assign Branch Management permissions to users.
• Grant users access to Branch Management objects.
• Configure fields in the new branch unit window.
• Enable the automatic branch association setting.
• Create custom report types.

In this module, we assume you’re a Salesforce admin who’s authorized to set up Branch Management. If you’re not an admin, that’s OK. Read along to learn how your admin would take the steps in a production org. Don’t try to follow these steps in your Trailhead Playground. The Branch Management feature isn’t available in the Trailhead Playground.

Assign Permissions to Users

Matt starts by assigning the Financial Services Cloud Extension permission set to Hank and himself. This permission set lets you configure and use Branch Management. 

1. Click and then Setup.
2. In the Quick Find box, enter permission sets, and select Permission Sets.
3. Click Financial Services Cloud Extension.
4. Click Manage Assignments and then Add Assignments.
5. Select Burton, Hank and Admin, Sys.
6. Click Assign.
7. Review the changes and click Done.

Grant Access to Branch Management Objects

Next, Matt grants Hank’s profile access to Branch Management objects.

1. Click and then Setup.
2. In the Quick Find box, enter profiles, and select Profiles.
3. Look for the Personal Banker profile and click Edit next to the profile name.
4. In the Standard Object Permissions section, select Read, Create, Edit, and Delete for the Branch Units object.
5. Repeat the step for objects Branch Unit Business Members and Branch Unit Customers.
   If your org uses Banker as the business member object for branch assignments, repeat for this object as well.
   
   
6. Click Save.

Matt repeats the same steps for Kamala’s profile.

Configure New Branch Unit Window Fields

When you add new bank branches to your org, the new branch unit window gives you all the required branch-related fields to fill in. But Kamala wants to capture additional information, such as the branch’s operating hours, parent branch, and location. FSC provides them as optional fields. Here’s how Matt adds them to the new branch unit window.

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 Fields.
5. Drag and drop Operating Hours, Parent Branch, and Location fields on to the Information section under Branch Unit Detail.
6. Click Save.

Enable Automatic Branch Association

Do you remember we discussed the automatic assignment of accounts to branches in unit 1? Here’s how Matt enables the setting in Setup.

1. Click and then Setup.
2. In the Quick Find box, enter branch, and select Branch Settings.
3. Enable Associate accounts with branches.
   

Create Custom Report Types

What’s a report type? It’s a template that determines which objects, fields, and records are available for use when creating a report. Reports display only records that meet the criteria defined in the report type. 

FSC provides many standard report types, but for Branch Management, Matt must create custom report types. Creating custom report types is supported for objects Banker, Branch Unit, and Branch Unit Customer.

Kamala would like to build reports related to branches, so Matt creates a custom report type for the Branch Units object.

1. Click and then select Setup.
2. In the Quick Find box, enter report types and select Report Types.
3. Click New Custom Report Type.
4. On the New Custom Report Type page, provide the following details.
   1. Primary Object: Branch Units
   2. Report Type Label: Branches
   3. Report Type Name: Enter a unique API name or use the auto-generated value.
   4. Description: Generate reports about branch units
   5. Store in Category: Other Reports
   6. Deployment Status: Deployed
      
      
5. Click Next and then Save.

Advanced Reporting with Branch Management

If your bank has a complex organizational structure, you can set up Lightning Reports to see the bank’s branch hierarchies and their performance. For parent branches with child branches, you can use the Branch Unit Parent Branch field. To understand the work output from each branch, create custom report types for the Branch Unit Related Records to generate comprehensive reports on the performance.

Similarly, you can use Branch Unit Customer Records to gain insights about customer assignments to branches.

What’s Next

In this unit, Matt successfully laid the groundwork to get Branch Management up and running in the org. But Hank and Kamala can't use the feature yet, because Matt must set up branches, and the bankers who work in those branches. Follow along as he does that in the next unit. Start your engines!

Resources

• Developer Guide: Assign Permissions to Users
• Developer Guide: Grant Access to Branch Management Objects