BranchUnit

AccountId

• Type: reference
• Properties: Create, Filter, Group, Sort, Update
• Description: The ID of an account that contains additional information about a branch. The value must be unique within this organization.

BranchCode

• Type: string
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: An identifier that relates this branch to an external system.

BranchManagerId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The ID of a user who is the manager or main point of contact for the branch unit.

EndDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date the branch most recently stopped being active.

IsActive

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Indicates whether the branch is currently active and can be used for banker assignments and automatic associations.
• Default value: false

LastReferencedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The most recent date when a user referenced this record.

LastViewedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The most recent date when a user viewed this record.

LocationId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The ID of a location where the branch does business.

Name

• Type: string
• Properties: Create, Filter, Group, idLookup, Sort, Update
• Description:

OperatingHoursId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The ID of an operating hours record that specifies the hours when the branch is open for normal business operations.

OperationalState

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Specifies the operational readiness of a branch.

OwnerId

• Type: reference
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: The ID of the user who owns this record.

ParentBranchUnitId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The ID of this branch's parent branch unit, if it has one.

ServiceTerritoryId

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The ID of a service territory that corresponds to this branch unit.

StartDate

• Type: date
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: The date the branch most recently became active.

Type

• Type: picklist
• Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
• Description: Specifies the branch interaction type with customers.
• Possible values:
  • Physical—The branch only operates at a physical location
  • PhysicalAndVirtual—Physical and Virtual
  • Virtual—The branch only operates as a virtual entity

This object has the following associated objects. Unless noted, they are available in the same API version as this object.

BranchUnitChangeEvent

Change events are available for the object.

BranchUnitFeed

Feed tracking is available for the object.

BranchUnitHistory

History is available for tracked fields of the object.

BranchUnitOwnerSharingRule

Sharing rules are available for the object.

BranchUnitShare

Sharing is available for the object.