To create and edit branch unit related records, Record Association Builder users need access to branch management objects.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
To use Record Association Builder, a user needs access to branch management objects, including Banker, Branch Unit, Branch Unit Business Member, and Branch Unit Related Record.
Note Branch Association Settings has been retired. We recommend using Record Association Builder
because it offers the same record linking capability plus the flexibility to use custom objects
and customized association logic.
To validate or grant a user’s access levels for these objects:
- From Setup, enter Profiles in Quick Find, then select Profiles.
- Click the Edit link next to the profile you want to change.
- Click Object Settings.
- Click Branch Units. Validate that this profile has Read, Create, Edit, and Delete permissions to the Branch Unit object. If not, grant those permissions and click Save.
- Repeat this step for Bankers, Branch Unit Business Members, and Branch Unit Related Records.
- Repeat steps 2 through 5 for any other user profiles that you want to change.