# Account master data, affiliations and data change requests

*Agentforce Life Sciences Consultant Study Guide · Foundations and Administration · Last updated November 13, 2026 · https://www.certifyforce.com/study-guide/agentforce-life-sciences-consultant/foundations-and-administration/account-master-data-affiliations-and-data-change-requests*

How Agentforce Life Sciences models healthcare professionals and organizations on Account, how provider affiliations, primary flags, reverse roles, views and bulk-load batch jobs behave, and how Data Change Request, OneKey validation and the Merge Customer Account API govern master data.

- Certification: Salesforce Agentforce Life Sciences Consultant
- Exam section: Foundations and Administration
- Study guide: https://www.certifyforce.com/study-guide/agentforce-life-sciences-consultant

**Official exam objective:**

> Given a scenario, configure and manage Account and Relationships master data.

## What the exam expects

- Choose the Account record type model for healthcare professionals and healthcare organizations.
- Predict what happens to primary flags and Parent Organization when a rep marks an affiliation as primary.
- Configure affiliation settings: reverse role mapping, network view, the unique field set, alignment-rule roles and the bulk-load batch jobs.
- Let reps align an affiliated account that sits outside their territory.
- Configure Data Change Request managed fields, defaults, validation types and OneKey requirements.
- Spot a malformed request to the Merge Customer Account API.

Key terms: **HCP**, a healthcare professional (person account); **HCO**, a healthcare organization (business account); **Provider Affiliation**, the record linking two accounts; **Parent Organization**, the account field a primary affiliation to an HCO sets; **Data Change Request (DCR)**, the review record created when a user changes a **managed field**, one listed on a Life Science Data Change Definition Managed Fields record.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| HCP-HCP primary | Doesn't touch Parent Organization; can stay primary beside a primary HCP-HCO | [Primary Affiliations](https://help.salesforce.com/s/articleView?id=ind.lsc_affiliations_considerations_primary.htm&type=5&language=en_US) |
| Automatic primary clearing | Skips DCR approval | [Primary Affiliations](https://help.salesforce.com/s/articleView?id=ind.lsc_affiliations_considerations_primary.htm&type=5&language=en_US) |
| Reverse affiliation condition | Influence Type is Unidirectional, Bidirectional or Neutral | [Reverse Affiliation Roles](https://help.salesforce.com/s/articleView?id=ind.lsc_affiliations_map_direct_and_reverse_roles.htm&type=5&language=en_US) |
| Unique field set | Account, Related Account plus up to five fields; no text areas | [Affiliation Field Sets](https://help.salesforce.com/s/articleView?id=ind.lsc_affiliations_considerations_field_sets.htm&type=5&language=en_US) |
| Territory inheritance | Account alignments don't pass between parent and child territories | [Affiliated Account Alignment](https://help.salesforce.com/s/articleView?id=ind.lsc_affiliations_territory_alignment_for_affiliated_accouts.htm&type=5&language=en_US) |
| Unconfigured record type | New record inserts with no DCR | [DCR Validation Types](https://help.salesforce.com/s/articleView?id=ind.lsc_data_change_request_setup_validation_types.htm&type=5&language=en_US) |
| iPad managed-field edit | Stored as a DCR; flows and validation rules run only after approval | [Data Change Request](https://help.salesforce.com/s/articleView?id=ind.lsc_data_change_request.htm&type=5&language=en_US) |
| OneKey Delete | Not supported; rejected before reaching the provider | [External Validation Requirements](https://help.salesforce.com/s/articleView?id=ind.lsc_data_change_request_considerations.htm&type=5&language=en_US) |
| Merge call size | At most 100 merge requests; one failure cancels all | [Merge Customer Account](https://developer.salesforce.com/docs/get_document_content/life_sciences_dev_guide/connect_resources_merge_customer_accounts.htm/en-us/260.0) |

## Check yourself

- Why does the Network View draw some connectors with a two-way arrow?
- When does a web Table View filtered to one territory show an affiliated account?
- What minimum data must a Business Account request meet for OneKey validation?
- How many multi-select picklist fields can the Provider Affiliation Unique Field Set hold?

## Sources

- [Considerations for Primary Affiliations](https://help.salesforce.com/s/articleView?id=ind.lsc_affiliations_considerations_primary.htm&type=5&language=en_US)
- [Create Account and Person Account Page Layouts and Record Types](https://help.salesforce.com/s/articleView?id=ind.lsc_customer_engagement_account_person_account_page_layout_record_type.htm&type=5&language=en_US)
- [Affiliations](https://help.salesforce.com/s/articleView?id=ind.lsc_affiliations.htm&type=5&language=en_US)
- [Views for Managing Affiliations](https://help.salesforce.com/s/articleView?id=ind.lsc_affiliations_view_for_managing_affiliations.htm&type=5&language=en_US)
- [Configure Core Affiliation Behavior](https://help.salesforce.com/s/articleView?id=ind.lsc_affiliations_configure_core_affiliation_behavior.htm&type=5&language=en_US)
- [Considerations for Affiliations Field Sets](https://help.salesforce.com/s/articleView?id=ind.lsc_affiliations_considerations_field_sets.htm&type=5&language=en_US)
- [Map Direct and Reverse Affiliation Roles](https://help.salesforce.com/s/articleView?id=ind.lsc_affiliations_map_direct_and_reverse_roles.htm&type=5&language=en_US)
- [Batch Jobs for Affiliations](https://help.salesforce.com/s/articleView?id=ind.lsc_affiliations_batch_jobs.htm&type=5&language=en_US)
- [Manage Affiliation Alignment Rules](https://help.salesforce.com/s/articleView?id=ind.lsc_affiliations_manage_affiliation_rules.htm&type=5&language=en_US)
- [Territory Alignment for Affiliated Accounts](https://help.salesforce.com/s/articleView?id=ind.lsc_affiliations_territory_alignment_for_affiliated_accouts.htm&type=5&language=en_US)
- [Supported Platform Features and Components](https://help.salesforce.com/s/articleView?id=ind.lsc_supported_platform_features_components.htm&type=5&language=en_US)
- [Data Change Request](https://help.salesforce.com/s/articleView?id=ind.lsc_data_change_request.htm&type=5&language=en_US)
- [Set Up Data Change Request by User Profile](https://help.salesforce.com/s/articleView?id=ind.lsc_data_change_request_setup.htm&type=5&language=en_US)
- [Set Up Data Change Request Validation Types](https://help.salesforce.com/s/articleView?id=ind.lsc_data_change_request_setup_validation_types.htm&type=5&language=en_US)
- [Create Life Science Data Change Definition Managed Fields](https://help.salesforce.com/s/articleView?id=ind.lsc_data_change_request_create_managed_fields.htm&type=5&language=en_US)
- [External Validation Requirements for Data Change Requests](https://help.salesforce.com/s/articleView?id=ind.lsc_data_change_request_considerations.htm&type=5&language=en_US)
- [Merge Customers Input](https://developer.salesforce.com/docs/get_document_content/life_sciences_dev_guide/connect_requests_merge_customers_input_representation.htm/en-us/260.0)
- [Merge Customer Account (POST)](https://developer.salesforce.com/docs/get_document_content/life_sciences_dev_guide/connect_resources_merge_customer_accounts.htm/en-us/260.0)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 15 linked practice questions, and unlimited timed mock exams are included with the Agentforce Life Sciences Consultant pack (USD $19): https://www.certifyforce.com/practice-exams