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.
Given a scenario, configure and manage Account and Relationships master data.
~8 min read · 15 practice questions
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
- Detail
- Doesn't touch Parent Organization; can stay primary beside a primary HCP-HCO
- Detail
- Skips DCR approval
- Detail
- Influence Type is Unidirectional, Bidirectional or Neutral
- Detail
- Account, Related Account plus up to five fields; no text areas
- Detail
- Account alignments don't pass between parent and child territories
- Detail
- New record inserts with no DCR
- Detail
- Stored as a DCR; flows and validation rules run only after approval
- Detail
- Not supported; rejected before reaching the provider
- Detail
- At most 100 merge requests; one failure cancels all
Sources for this section (8)
- Primary Affiliationshelp.salesforce.com (opens in a new tab)
- Reverse Affiliation Roleshelp.salesforce.com (opens in a new tab)
- Affiliation Field Setshelp.salesforce.com (opens in a new tab)
- Affiliated Account Alignmenthelp.salesforce.com (opens in a new tab)
- DCR Validation Typeshelp.salesforce.com (opens in a new tab)
- Data Change Requesthelp.salesforce.com (opens in a new tab)
- External Validation Requirementshelp.salesforce.com (opens in a new tab)
- Merge Customer Accountdeveloper.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Life Sciences Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 21 lessons of the Agentforce Life Sciences Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (15 questions for this lesson)
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