---
schema_version: "1"
id: 80eaed94adec92e4be33910376daf461464b43409394ac7079888ccf7d922866
title: Create Branch Unit Business Member Records
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_branch_unit_business_member.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_branch_unit_business_member.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9cb8ab82c951961a884ac4d85d486d377de2cc772d5f7d2b53a1fdba9f33fc77
description: A branch unit business member links a branch unit and a banker. It enables a banker to select the branch where they’re working that day so their customer interactions are associated with the correct branch.
products:
  - Financial Services
release: "264"
---
# Create Branch Unit Business Member Records

A branch unit business member links a branch unit and a banker. It enables a banker to select the branch where they’re working that day so their customer interactions are associated with the correct branch.

### 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>

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

Tip Salesforce creates a Branch Unit Business Member record automatically when you add a banker with a branch assignment. Make sure your Banker record page layout includes Current Branch Start Date and Current Branch fields. Then, on the Bankers tab or the Bankers related list of a Branch Unit record, click **New**. Specify a branch in the Current Branch field.

1. Select **Branch Unit Business Member** from the navigation bar.
    
    If you don't see Branch Unit Business Member, click **Edit** in the navigation bar menu, and then search for and add Branch Unit Business Member.
2. Click **New**.
3. Select the Banker icon from the Business Unit Member dropdown. Then search for and select a user.
4. Select a Branch Unit.
5. Select **Active** and save your changes.

![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.

![New Branch Unit Business Member](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_admin_branch_unit_business_member.PNG)