---
schema_version: "1"
id: af25c769bebbe710ad9ca3adfa966659b6b8c40eb261e5867b41339e92210284
title: Create Branch Unit Related 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_related_record.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_branch_unit_related_record.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5176eaa1efb1169b4c47dea9b236c045b02ff9d748334a3a80ab401e33c7f64c
description: Track data about the records that are created at your branch using the Branch Unit Related Record.
products:
  - Financial Services
release: "264"
---
# Create Branch Unit Related Records

Track data about the records that are created at your branch using the Branch Unit Related Record.

### 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>

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](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 If your Salesforce org already uses Branch Management, add the Branch Unit Related Record to your app.