---
schema_version: "1"
id: 028786d8bd2e0bbb7a675393194ce2ca8d14aacb6b5033e2e3913c569cd5a55d
title: Configure Branch Management for Automotive Cloud
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_configure_branch_mngmnt_dealer.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_configure_branch_mngmnt_dealer.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fda31ee4eed88f509b41f99b1afbb0293078d983a688d13b9b90cfe26756c1aa
description: 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.
products:
  - Automotive
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d103360e66">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d103360e66 ">To configure Branch Management:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d103360e66 ">View Setup and Configuration, Customize Application</td>

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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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/images/icon_important.png)
        
        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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-automotive-264-0-0-production-enus/55098325-b838-4fed-9e79-8cfa2d7b33a3/automotive/images/auto_dropdown.png) 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.