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Affiliations
Use Affiliations to understand and map the connections between Healthcare Professionals (HCPs) and Healthcare Organizations (HCOs). Mapping these relationships in the healthcare ecosystem provides insights that help you target your engagement and improve outcomes.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
Hard affiliations connect a person to a specific location or organization, like an HCP who is affiliated with a hospital. Soft affiliations are based on influence rather than a physical location, such as HCPs who significantly influence other doctors through their research or network.
You can choose from multiple dynamic views accessible from the Affiliations tab on an account record page: List View, Hierarchy View, and Network View.
To identify crucial insights, tailor the relationship visualization by using the advanced filtering and search capabilities.
- Views for Managing Affiliations
Agentforce Life Sciences provides distinct views for affiliations, each designed to help you visualize account relationships for different purposes. The Table View presents data in a structured list, the Hierarchy View shows relationships in an org-chart format for mobile users, and the Network View visualizes connections as a graph. Understanding each view helps you choose the one that best fits your workflow. - Territory Alignment for Affiliated Accounts
A user's territory determines which accounts they can view and manage. With territory alignment for affiliations, users can manually align an affiliated account from outside their territory to their current one. - Create Field Sets and Custom Fields for Affiliation Settings
Create the necessary field sets and custom fields on affiliation objects that are required to configure affiliation settings in the Admin Console. - Field-Level Security for Affiliations
To manage affiliations, users need access to certain fields that aren’t available to them by default. - Picklist Values Customization for Affiliations
To make it easier for your sales rep to select the appropriate options, customize the picklist values for fields in the Provider Affiliation object. - Customize How Affiliations Are Displayed
Customize the appearance and behavior of account affiliations in the list, network, and hierarchy views by configuring Affiliation settings. Use these settings to also manage data relationships, enforce data validation rules, and streamline address management. - Map Direct and Reverse Affiliation Roles
Simplify relationship management by automatically creating a reverse role for every direct role you define. For instance, when you map a healthcare professional (HCP) as an employee of a healthcare organization (HCO), Life Sciences Cloud automatically creates the reverse relationship, designating the HCO as the HCP's Employer. This automation eliminates manual inverse entries and ensures consistent, efficient relationship management. - Streamline Address Management
Keep practitioner addresses up-to-date by automatically adding the primary address from their affiliated organization whenever a hard affiliation is created. This makes sure that the practitioner's workplace address is always listed, without manual updates. - Affiliated Account Summary
The Affiliated Account Summary modal provides a customizable view that surfaces essential information about affiliated accounts. Users get immediate access to key details without having to navigate away from their current screen. The feature also includes a quick action button to help users create a visit directly from the summary. - Manage Affiliation Alignment Rules
Define affiliation alignment rules to automatically align affiliated accounts to specific territories. Create rules based on criteria such as account type, affiliation role, and specialty to ensure accounts are assigned correctly. - Batch Jobs for Affiliations
Affiliation batch jobs efficiently process large volumes of records at once by bypassing the governor limits faced by trigger handlers. These batch jobs automate tasks such as setting affiliation types, creating reciprocal affiliations, and establishing primary affiliations between accounts and parent organizations.
