Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Provider Affiliation

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Life Sciences

            Create a Provider Affiliation

            Define the affiliation between Healthcare Professionals (HCPs) and Healthcare Organizations (HCOs) by creating provider affiliation records. Use these records to track their roles, interests, and influence for comprehensive relationship management.

            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 create a provider affiliation:

            Life Sciences Core

            AND

            Life Sciences Field Sales Representative
            1. From the App Launcher, find and select Accounts.
            2. Select the account record that you want to create the affiliation for.
            3. Select Affiliations, and then click New.
            4. Select an account and a related account.
            5. Select a role.
            6. If it’s a primary affiliation, select Primary.
            7. For workplace affiliations, select Hard as the affiliation type; otherwise, select Soft.
            8. Select an effective start date and an effective end date for the affiliation.
            9. Save your changes.
             
            Loading
            Salesforce Help | Article