---
schema_version: "1"
id: 05fcd56c8fcb43ddfd29cb7803cb93fabe474a3c4cef001ace5888b308f95cf9
title: Create Branch Unit Records 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_create_branches.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_branch_create_branches.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b4cf9eb6dab8dd9d1b57ca66b0335140c948d442a58341729ca24e2ae5d1b4dd
description: Define your branches and branch hierarchy by creating branch unit records.
products:
  - Financial Services
release: "264"
---
# Create Branch Unit Records in Agentforce Financial Services

Define your branches and branch hierarchy by creating branch unit records.

### 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>

A branch unit record stores information about a specific branch office, location, or organizational unit. You can define a hierarchy of branch units by using the Parent Branch field. You can optionally assign a user or contact to each branch unit as the branch manager.

Branch unit records can relate to Service Territory records to integrate with Service Cloud. They can also relate to account records to capture additional information about each branch, such as partner account information.

To create a new branch unit record:

1. From the Branch Management Console App, select **Branch Units** from the dropdown menu.
2. On the Branch Units tab, click **New**.
3. In the New Branch Unit window, enter a unique Name.
4. If the branch relates to an account, like an account representing a partner that runs the branch of business, search for and select an account.
5. (Optional) Specify values for the Branch Code, Type, Branch Manager, Operational State, Start Data, End Date, and Parent Branch. If you specify the dates, make sure that today’s date is within the start and end dates for the new branch to be immediately usable.
6. Click **Active** to activate the new branch, then click **Save**

![New branch](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/financial_services/images/branch_management/fsc_branch_new_branch.PNG)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/images/icon_note.png)

Note A branch unit can be selected by a banker only if the branch unit business member and branch unit are set to active.