---
schema_version: "1"
id: 6fe575678ea5995dfaa214ac14402b6c19c0f5c2c9daa0bde1f873ea4c478ec5
title: Configure Branch Management in Agentforce Financial Services
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_branch_configure.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_branch_configure.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 25c3c0422af4cd3af6556b870f387f660f48a153ecc42b9c2f7c1b006babf8cd
description: Configure your org to get the most from Branch Management features.
products:
  - Financial Services
release: "264"
---
# Configure Branch Management in Agentforce Financial Services

Configure your org to get the most from Branch Management features.

Set up a permission set and object permissions, and enable automatic branch associations.

## Explore and Learn

Watch this video to understand how Branch Management works with Agentforce Financial Services.

If you aren’t able to watch the view in full screen, open the video on a new tab: [![Watch video](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/financial_services/images/play_btn.png)Branch Management in Agentforce Financial Services](https://salesforce.vidyard.com/watch/nS2V4v4ncnToFL9p45mR8b).

- **[Assign Branch Management Permissions to Users](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_branch_perms.htm&release=264.0.0&type=5)**  
    Ensure that users can access and use Branch Management features by creating and assigning permission sets.
- **[Grant Access to Branch Management Objects](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_branch_grant_access_to_objects.htm&release=264.0.0&type=5)**  
    To create and edit branch units and related records, users need access to branch management objects.
- **[Add the Branch Selector Component to Apps](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_branch_add_branch_selector.htm&release=264.0.0&type=5)**  
    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.
- **[Add Branch Unit Customer Related List to the Account Page Layout](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_branches_with_accounts.htm&release=264.0.0&type=5)**  
    Customize the Account page layout by adding the Branch Unit Customer related list to display branches an account is related to.