---
schema_version: "1"
id: fa77e4fd40ebe4639cfd03c794c72d02dfa5ca727678200299c938ef26de1248
title: Configure Record Association Builder 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_rab_dealer.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_configure_rab_dealer.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 84f97a70487dfe1acb697986f80edd2c057fd4558f6ded273e5447bee7c457ed
description: Define rules and criteria for automatically assigning records to branch units in your company. The Record Association Builder works with Branch Management seamlessly. You can define your own criteria for automatically linking records like accounts, leads, opportunities, and cases with the branches that work with them.
products:
  - Automotive
release: "264"
---
# Configure Record Association Builder for Automotive Cloud

Define rules and criteria for automatically assigning records to branch units in your company. The Record Association Builder works with Branch Management seamlessly. You can define your own criteria for automatically linking records like accounts, leads, opportunities, and cases with the branches that work with them.

### 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="d70976e66">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d70976e66 ">To configure Record Association Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d70976e66 ">View Setup and Configuration, Customize Application</td>

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Complete all steps to configure Record Association Builder for your Automotive Cloud org.

1. To allow users the permission to work with Record Association Builder, 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 Record Association Builder 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 Record Association Builder features.
2. To provide users the required access to Record Association Builder objects, follow these steps:
    1. From Setup, enter Profiles in Quick Find, then select **Profiles**.
    2. Click the **Edit** link next to the profile you want to change.
    3. Click **Object Settings**.
    4. Validate that this profile has Read, Create, Edit, and Delete permissions to the Branch Unit object. If not, grant those permissions and click **Save**.
    5. Repeat this step for Branch Unit Business Members, and Branch Unit Related Records.

To determine which records get created or updated ad linked to branches, you can define association criteria on the Record Association Builder page in Setup, and activate the criteria.