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Create Branch Units and Branch Unit Business Members in Automotive Cloud

Branch Unit records store information about a specific branch office, location, or organizational unit. Branch Unit Business Member records link a branch unit with a user. For example, you can create branch units to represent the different departments or divisions of a dealer account, and associate the dealer users operating from a specific branch as business members to the branch unit.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create branch units and branch unit business members: Automotive Foundation User permission set
  1. To create branch units, follow these steps:
    1. From the App Launcher, find and select Branch Units.
    2. Click New.
    3. Enter a name for the branch unit.
    4. Search for and select an account.
    5. Select Active.
    6. For Type, select Physical, Virtual, or Physical and Virtual.
    7. Enter a branch code, if applicable.
    8. If the branch unit is operational during specific days and time slots, search for and select an Operating Hours record.
    9. Select a parent branch record, if applicable.
    10. Select a Service Territory record, if applicable.
    11. Click Save.
  2. To associate users with branch units, follow these steps:
    1. On the Related tab of a Branch Unit record, click New on the Branch Unit Business Member related list.
    2. For Business Unit Member, select User. Then search for and select a user.
    3. Select Active.
    4. Click Save.