Use Branch Management features to track branch units for your dealer or partner accounts,
and assign users to the branch units as members. Use Record Association Builder to define your own
criteria for automatically linking records like accounts, leads, opportunities, and cases with the
branches that work with them.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions. |
- 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.
- Associate Records with Dealer Branches in Automotive Cloud
Define association criteria to automatically create or update records such as leads, cases, accounts, or contacts, and link them to branch units in your company. Branch unit members don’t need to manually assign customer records to their branch because the criteria evaluates create and update events and enables automatic association. For example, you can create a criteria to create qualified leads, or a criteria to update opportunity records when they get closed. You can view the new and updated records on the Branch Unit Related Records related list on a branch unit record.
