Direct and reverse affiliation role mapping
Key Takeaway
To give a reverse affiliation a specific inverse of the direct role, create an Affiliation Reverse Role Mapping record that pairs the two roles. You need the record even when both roles already exist in the Role picklist.
In Life Sciences Cloud, affiliations record relationships between accounts, such as a healthcare professional (HCP) who works at a healthcare organization (HCO). Every relationship can also be read from the other account's side. Direct and reverse affiliation role mapping tells Life Sciences Cloud which role belongs on that other side. Life Sciences Cloud then creates the inverse affiliation automatically, so reps don't have to enter it by hand.
Direct roles and reversed roles
A direct role describes one side of an affiliation. Its reversed role describes the same relationship from the other account's side. For example, when an HCP is mapped as an Employee of an HCO, Life Sciences Cloud automatically creates the reverse relationship and designates the HCO as the HCP's Employer.
You define each pairing once as an Affiliation Reverse Role Mapping record. From then on, Life Sciences Cloud creates the reverse role for every direct role you have mapped. The mapping removes manual inverse entries and keeps relationships consistent.