---
schema_version: "1"
id: 0f240dcca85fdf748ccda8978d750fdd0412659bbfbbaa2614419973db8bd011
title: Considerations and Limitations for Branch Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_branch_considerations.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_branch_considerations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f33494fec3920a7747f3ba22e02ee11c7d57e3aac52c589891a55051c051297e
description: Here are some things to keep in mind as you implement Branch Management features.
products:
  - Financial Services
release: "264"
---
# Considerations and Limitations for Branch Management

Here are some things to keep in mind as you implement Branch Management features.

### 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: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions where Financial Services Cloud is enabled</td></tr></tbody></table>

If you want to associate branches with underlying accounts, consider creating a record type for those accounts so you can keep them separate from other accounts, like customers and prospects.

There are no limits to the number of Branches or Bankers you can create.

A maximum of 100 branches can be shown in the Branch Selector component.

We recommend that you deactivate branches rather than deleting them if you’re considering closing a branch and reallocating bankers.

The Branch Selector component isn’t certified to work on Mobile.

Branch hierarchies and related service territory hierarchies aren’t automatically synchronized.

The Branch Unit Customer and Branch Unit Related Record objects aren’t available in Related List components.

For each account, you can only create one Branch Unit Customer Record per Branch Unit Record.

We recommend using a developer tool of your choice to mass assign records to Branch Units.

When you merge duplicate accounts that are associated with the same Branch Unit, there can be only one branch unit customer record associated to the duplicate accounts. If more than one branch unit customer record exists, delete branch unit customer records until there’s only one branch unit customer record related to the duplicate accounts.

If you use a custom compact layout for the Branch Unit object, be sure to include the Active and Name fields on the layout so that users can select and update their branch.