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          Batch Jobs for Affiliations

          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.

          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.

          AffiliationDataLoadProcessorBatch

          This batch job is an alternative to the HardAffiliationHandler and AffiliationReciprocalHandler trigger handlers. It performs these primary functions:

          • It sets the affiliation type on provider affiliation records to hard or soft when the necessary conditions are met, without requiring explicit user input.
          • It creates the corresponding reverse affiliation for a given affiliation record. The batch job determines the reverse role for this reverse affiliation by referring to the mapping configured in the Affiliation Reverse Role Mapping.

          AccountPrimaryAffiliationBatch

          This batch job provides an alternative to the HealthcareProviderAffiliationHandler trigger handler. When a parent account is specified on the provider's record, the job creates a primary affiliation between the healthcare provider's account and its parent organization account. If an affiliation already exists, it updates the primary flag accordingly.

          • Run Affiliation ‌Batch Apex Jobs
            Run batch Apex jobs from the Developer console to automate tasks such as setting affiliation types, creating reciprocal affiliations, and establishing primary affiliations between accounts and parent organizations. Track the status and health of your batch Apex jobs and terminate them from Setup when necessary.
           
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