Add the Branch Selector Component to Apps

Place the Branch Selector utility bar component in your Salesforce app to let bankers choose their current branch while working. Give users the flexibility to search for and add new branches or remove branches that are no longer relevant to them.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

User Permissions Needed
To use Branch Management:	Financial Services Cloud Extension OR FSC Sales

Note You can add Utility Bar components to apps whose App Type is Lightning, but not to Lightning (Managed) apps.

1. From Setup, enter App Manager in Quick Find. Then select App Manager.
2. Edit an existing Lightning app or click New Lightning App.
3. In the left-hand menu, click Utility Items (Desktop Only).
4. Click Add Utility Item and select Branch Selector.
   
5. (Optional) Edit the Utility Item Properties.
6. Select to allow users to search for and assign themselves to active branches.

   Users can search for all active branches. When a user adds themselves to a branch where they don’t have an active Branch Unit Business Member record, one is automatically created for them and set to active.

7. Click Save.