---
schema_version: "1"
id: 292a655b75e1faeaf934b29987430ee4e758e578034c5c7be9eee1de4fb6a7c6
title: Choose Your Branch with the Branch Selector
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_branch_select_current.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_branch_select_current.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 450f6cb51eee1598e2ba384305e8e4de22e51cd072a5ed50535174cf3bfd5702
description: The branch selector allows you to select a current branch to associate your customer interactions. You can view branch details, search for, add, and remove branches from the branch selector without contacting your Salesforce admin.
products:
  - Financial Services
release: "264"
---
# Choose Your Branch with the Branch Selector

The branch selector allows you to select a current branch to associate your customer interactions. You can view branch details, search for, add, and remove branches from the branch selector without contacting your Salesforce admin.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d342375e69">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d342375e69 ">To use the Branch Selector:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d342375e69 ">
              <p>Financial Services Cloud Extension OR FSC Sales</p>
              <p>AND</p>
              <p>Read, Create, and Delete on Branch Unit Business Member</p>
              <p>AND</p>
              <p>Read on Branch Unit</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Read and Edit on Banker</p>
            </td>

          </tr>
        </tbody>
      </table>

![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 When a user adds themselves to a branch where they don’t have an active branch unit business member record, it is automatically created and set to active.

1. From the App Launcher, select **Branch Management** app, or another app your Salesforce org uses.
2. Click **Branches** utility bar component.
    
    A list of branches displays. Current indicates the branch you’re assigned to. All record interactions are attributed to your current branch.
3. Click the actions menu to remove a branch from the selector or view branch details.
4. Click **Search Branch Units...** and enter the name of a branch to search for and add a new branch to the branch selector.
5. Click **Select** to choose a new current branch.
    
    ![The Branch Selector component](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_selector.png)