Branch Management data model for bank branch networks
Key Takeaway
Match each requirement to its object: Branch Unit for a branch, one Branch Unit Business Member record for each branch an employee works at, Branch Unit Customer for client accounts, and Record Association Builder criteria that create Branch Unit Related Records for other records, such as leads.
Branch Management is the Agentforce Financial Services feature for retail banks and other institutions that run branch locations. Its data model is centered on the Branch Unit object. The data model records the branch network, which employees work at which branches, and which customers and records belong to each branch. With that attribution in place, managers can track activity and performance by branch, by employee, and by customer segment.
What Branch Management includes
Branch Management combines three parts: a data model, the Branch Management console app, and Record Association Builder. Together they let branch managers and admins define the branch structure, assign employees and partners to branches, and track activities and performance by branch.
Branch Management also prepares an org for relationship marketing at the branch level, such as running marketing campaigns by branch.