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            Configure Core Affiliation Behavior

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            Configure Core Affiliation Behavior

            Use General Settings in the Admin Console to configure core behaviors and views for the Affiliations tab on an account record page. These settings control aspects such as the creation of reverse affiliations and how the affiliation type, hard or soft, is determined. The settings also manage the visibility of the network graph view, and the fields used for uniqueness validation.

            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.
            User Permissions Needed
            To access account management Life Sciences Commercial Admin permission set

            Prerequisite: Create Field Sets and Custom Fields for Affiliation Settings

            1. From the App Launcher, find and select Admin Console.
            2. Select Account Management, and then select Affiliations.
            3. For Apply Settings To, select whether you want to apply the settings to all the profiles in your org or to a specific profile.
              1. To apply the settings to all the profiles in your org, select SOrg Default.
              2. To apply the settings to a specific profile in your org, select Profile.
            4. Under General Settings, configure these settings as needed.
              • Disable reverse: Select to disable the creation of reverse provider affiliation records.
              • Set affiliation type for provider affiliations: Select to set the affiliation type as Soft or Hard for provider affiliation records based on predefined criteria in HardAffiliationHandler trigger. If the trigger is enabled, it updates the affiliation type field according to its logic; otherwise, the user-selected value is retained.
                Note
                Note Admins must enable this trigger in the setup.
              • Enable network view: Select to enable the network view on the affiliation tab.
              • Provider Affiliation Unique Field Set: Select the field set from the Provider Affiliation object that includes a combination of values to uniquely identify a provider affiliation record based on predefined criteria in the AffiliationUniquenessGenericHandler trigger.
            5. Save your changes.

            See Also

             
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