Salesforce Docs Portal

Configure Branch Management for Automotive Cloud

Track the performance and productivity of users in your company who operate out of different branches. For example, service agents or service technicians tied to specific customer locations, inventory managers or sales managers across various departments, and finance teams operating from specific branches. Model all users in your company as User records in your org, and set up multiple branches and associate users to the branch units. Add the Branch Selector utility app to the Automotive app so that users can select the branch they’re assigned to, and the leads and accounts they work with get automatically associated with their branch.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To configure Branch Management: View Setup and Configuration, Customize Application

Complete all steps to configure Branch Management for your Automotive Cloud org.

  1. To allow users the permission to work with Branch Management objects, follow these steps:
    1. From Setup, enter Permission in the Quick Find box, and then select Permission Sets.
    2. Select the Automotive Foundation User permission set.
    3. Click Clone.
    4. Enter a name such as Branch Management and Record Association Builder for Automotive.
    5. Enter a description.
    6. Click Save.
    7. Click System Permissions and click Edit.
    8. Select Enabled for User license to access Branch Management in Financial Services Cloud.
      Important
      Important The user permission name specifies Financial Services Cloud but this user permission can be used in Automotive Cloud.
    9. Click Save.
      You can now assign this permission set to all users who need to use Branch Management features.
  2. To add the Branch Selector app to the Automotive app, follow these steps:
    1. From Setup, enter App Manager in the Quick Find box, and then select App Manager.
    2. For the Automotive app, click Quick Actions and click Edit.
    3. Click Utility Items (Desktop Only).
    4. Click Add Utility Item and select Branch Selector.
    5. Edit the properties as required.
    6. To allow users to search for all active branches, select Show search bar.
  3. Optionally, complete these steps to improve the experience of your users:
    1. Add the Branch Unit related list to an Account page layout.
      You can track the branch units associated with a partner account.
    2. Add the Branch Unit Customer related list to an Account page layout.
      You can track the association level of a customer account with a branch unit.
    3. Remove the Banker related list from a Branch Unit page layout.
      This related list is used in Financial Services Cloud.

Users can now create Branch Unit, Branch Unit Business Member, and other related records.