Track data about the records that are created at your branch using the Branch Unit Related Record.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
You can create custom fields and triggers to track record data that is most relevant to your branch. Create association criteria using record association builder to create branch unit related records to track data about records created at your branch. Add the Branch Unit Related Record related list to your Branch Unit page layout to view records.
For example, to track and report on who is the manager at a branch anytime a new lead is created, create a custom field on the branch unit related record and a trigger that updates that field based on the branch manager name from the branch unit.
Note If your Salesforce org already uses Branch Management, add the Branch Unit Related Record to
your app.