Provider specialties and business licenses as account credentials
Key Takeaway
Agentforce Life Sciences stores specialties and licenses as separate credential records, not as account fields. To check that an HCP can receive samples in a state, the HCP needs active Business License records with a License Number, Period Start, and Period End.
A provider's credentials live in their own records related to the account. Specialties describe a provider's clinical scope. Business licenses describe the provider's legal eligibility. The system uses these records for segmentation, sample eligibility, and compliance checks.
Credentials are records, not fields
Every provider starts as an Account linked 1:1 to a Healthcare Provider record. An HCP is a person account, and an HCO is a business account.
Credentials sit on top of this foundation as independent records rather than simple fields. Because each credential is its own record, the system can automate, segment, and run compliance checks against it. With credentials structured this way, teams can do these things:
- Segment providers, for example licensed pulmonologists in California.
- Automate credential imports from external sources.
- Enforce guardrails that block sampling or messaging when a license is expired or an identifier is missing.